Donna J Alberts

For eleven years, I have been working with families and business owners to understand what is most important and helping them build personalized investment strategies. We work closely with you and your trusted professionals to help you achieve your goals, such as business retirement planning, insurance strategies, personalized retirement planning, saving for college or creating income in retirement.

I grew up in Los Angeles, CA, in a blended family with two older sisters and a younger brother. My mom worked hard to take care of our family. Growing up, I saw the need and value of a great financial advisor. I attended Community College in the LA area until I married my husband, Nelson, and then transferred to University of Oklahoma in 1996. I finished up my undergraduate degree and completed my master's degree in accounting in 2000.

My husband, Nelson, and I live in Weatherford Texas with our two children: Cole, who attends Augustana College in Rock Island Illinois, and Payton, who is a sophmore at the University of Oklahoma in Norman. We all believe in giving back to the community. Currently, I am president of Zonta of Parker County and an active member of Rotary Club of Weatherford.

As my business has grown, I have also been able to give back to Edward Jones through our volunteer positions. I have had the privilege of being a field trainer for new financial advisors, a mentor and a coach.

My senior branch office administrator, Annette Johnson, has 13 years of experience. The newest addition to our branch office staff, Rachel Lykins, has been with us less than a year. Our branch team is dedicated to giving you the highest level of service possible and partnering with you to help you reach your goals.

Please contact us when we can be of service to you.