Donna joined Financial Strategies of Wisconsin in 2020 and is one of the friendly faces that greet you when stopping in or calling the office. She maintains client record database, helps complete daily client requests, verifies client account information and schedules and confirms client appointments.
Prior to joining Financial Strategies of Wisconsin, she worked at Marshfield Clinic for 29 years as a Certified Medicare Assistant. Donna holds the following insurance licenses: Accident & Health and Life. Donna is married and has two children, who she loves spending time with. In addition to her busy schedule with her mom, she enjoys the outdoors and long walks.
Donna is not registered with Woodbury Financial Services