Donna has been in the financial services industry for nearly 40 years.  In 1980, she began her career with UBS (formerly PaineWebber) in operations, and has been a Financial Advisor since 1993.  Donna has been awarded Vice President-Wealth Management.

Donna is a native of Norton, Ohio and is very involved in the community.  She is currently President of Wolf Creek Players, past Treasurer of the Norton Music Boosters and past Secretary of the Akron Area Soap Box Derby. Donna is also involved in V-Day, an international organization to stop violence against women and young girls.

Away from the office, Donna enjoys spending time with her musician husband Tim, daughter Gray, their dogs and cats, and her involvement in community theater.

• Certified Investment Management Consultant (CIMC)
• Wealth Preservation Planning Institute, 1998

• Norton High School, 1977

• Series 6/Investment Company Products/Variable Life Contracts Representative Exam
• Insurance licensed in OH, NC Health, Life, LongTerm Care, Variable Annuity and Variable Life
• Series 7/General Securities
• Securities licensed in AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY
• Series 63/Uniform State Exam

• President, Wolf Creek Players, community theater
• Past Treasurer, Norton Music Boosters
• Past Secretary, Akron Area Soap Box Derby
• VDay, a global movement to end violence against women and girls
• Reside in Norton, Ohio with musician husband, Tim, and daughter Gray attends Ohio University

AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV