Donna joined Orgel Wealth Management in 2014. She has worked in the financial services industry for over 30 years, with extensive experience in financial, retirement, estate, college saving and tax planning. She also specializes in multigenerational wealth transfer. Donna provides investment portfolio management and personalized financial and tax planning services to our clients. Donna also leads the firm’s Financial Planning Committee.
Donna graduated with honors from the University of Wisconsin-Eau Claire with a Bachelor of Business Administration degree in accounting. She obtained her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in 2001. In addition to being a CFP® professional, Donna is a Certified Divorce Financial Analyst®(CDFA). She is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts. Donna is also a member of the Business Salutes Eau Claire Committee of the Eau Claire Area Chamber of Commerce.