Donna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban’s one on one approach allows her extensive experience to benefit all clients.
Donna accumulated a wealth of real world business experience prior to joining Wesban. Her background includes experience in education, real estate and the supply industries.
In 1984 she joined Wesban as Office Manager and was responsible for complete client relationship service and portfolio monitoring while also managing firm technology and compliance.
Joining Wesban proved to be a watershed event in her career. She soon discovered a passion in helping clients achieve their most important goals using the financial planning process. Shortly thereafter she enrolled in The College of Financial Planning’s Para-planner certification course becoming among the first Registered Para-planners in the State of Alabama.
Donna later completed all the requirements to become a Certified Financial Planner™ which is now the premier designation among financial advisors. She is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (www.napfa.org). NAPFA requires advisors to offer Fee-Only comprehensive financial advice while adhering to the highest standards of care for clients.