As a CERTIFIED FINANCIAL PLANNER™ professional, Donna brings over 30 years of experience in the financial planning sector. She joined CAPSTONE Investment Group, LLC in June 2023 and is excited about the collaborative aspect of the practice because clients benefit from the unique skills each team member can bring to a client’s situation. As a fiduciary, she always delivers advice in the client’s best interest. Donna believes much of her role as a CFP® is providing information and education to help clients navigate everyday financial decisions.
“There is an intimate aspect to financial planning which often leads to long-term relationships. You’ve participated in helping clients plan for life events, so it’s personal when that milestone is reached. We care deeply for our clients, and our high level of service reflects that commitment.” ~ Donna
“CAPSTONE has gained a high-quality seasoned CFP with the utmost of integrity. Her deep experience in the industry and exceptional client care will provide additional support to the firm assisting me in areas of compliance and branch operations.” ~ Sandi Drennon
Donna and her husband, Greg, spend as much time as possible with their young grandchildren, family, and friends outside of work. She enjoys weekend trips in the NW, boating, practicing Pilates and yoga, and gardening.
