Ask about investments, insurance, retirement and estate planning.
Senior Wealth Advisor
Servus Wealth Strategies
Donna is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience working in the financial services industry. Her specialties are wealth management and retirement planning.
Donna works with members to find the best strategy for achieving their financial goals. She’ll give you tailored expert advice to help you meet your unique needs and make sure you see the big picture without missing the small details.
Donna provides expert advice to our members. Her door is always open.
Meet the team
Senior Wealth Associate