Donna embarked on her career in the finance and insurance industries in 2016 while studying Business and Data Analytics. Prior to her tenure at InVestra, she gained valuable experience in Insurance Billing and Claims Analytics at State Farm Corporate. After relocating, she furthered her finance career at Ally Financial as a Data Analyst.

Growing up with a father in the US military, Donna frequently moved, which instilled in her a strong sense of flexibility, adaptability, dedication, drive, and meticulous attention to detail. In her leisure time, she enjoys spending quality moments with her husband and pets, exploring culinary experiments in the kitchen, and curling up with a good book.

At InVestra, Donna is an essential member of our team, dedicated to offering specialized operational support to our Wealth Managers. Her main responsibilities include managing business operations, preparing service documentation, resolving complex issues related to statements and transactions, and liaising with regulatory bodies.

With her keen analytical skills and a knack for problem-solving, she ensures that our processes run smoothly and efficiently. Her colleagues appreciate her collaborative spirit and her ability to handle challenges with grace and precision. Donna’s expertise not only enhances the service we provide to our clients but also fosters a supportive and innovative work environment. Her commitment to continuous learning and improvement is evident in her proactive approach to staying updated with industry trends and regulations. Her contributions are invaluable, making her a vital asset to the future growth and success of InVestra.