Advisor Profile

Donna is a highly experienced wealth management professional with over 30 years of expertise in guiding business owners, corporate executives, multi-generational families, ultra-high-net-worth individuals, artists, athletes, and beneficiaries of wealth through complex financial decisions. As a Senior Director at Choreo, she specializes in business transition and transaction planning, generational wealth management, estate planning, philanthropy, and financial planning. 

Donna is dedicated to championing her clients' financial goals, providing trusted advice that helps individuals and families shape their financial future with confidence. She takes a holistic approach to wealth management, integrating tax, investment, financial, and estate planning to deliver personalized, coordinated solutions. By cultivating deep relationships with her clients, she gains a thorough understanding of their objectives and offers tailored strategies to help them achieve long-term financial success. 

Donna brings a wealth of experience from her career across prominent financial institutions, where she developed a deep expertise in wealth management. Her broad experience has enabled her to craft sophisticated financial strategies, providing solutions to help clients meet their unique goals. 

Beyond her professional work, Donna is passionate about horses and giving back to her community. She serves on the Board of Hope Meadows, who provides equine assisted mental health therapy to children and adults. She is a Big Sister and has also volunteered with the Junior Achievement and other organizations fostering financial literacy in the community.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• Certified Public Accountant
• Personal Financial Specialist
• Accredited Estate Planner
• American Institute of Certified Public Accountants
• Estate Planning Council of Cleveland

EDUCATION

• Bachelor of Business Administration,
• Accounting, Cleveland State University