I love what I do and take pride in my work. Having a job that fulfills me makes my life enjoyable. I enjoy engaging people in planning for what life brings and helping them take part in preparing for what lies ahead. Connecting on some common ground remains key to understanding what a person should do with their money and planning for the future. I do this by learning what is important to my clients and using an established process to help them achieve their goals.
Growing up I lived in the country and worked on farms, developing a love for hunting and fishing. I then worked as an engineer in the automotive industry travelling the country working on robots and setting up machines. Both experiences contributed to my development and skill-set and shaped my work ethic. Reaping the rewards from hard work is an attitude that has stuck with me throughout life.
Donna dedicates her time to the office and provides the highest level of service to our clients. She joined our practice in 2010 and has earned the position of Senior Branch Administrator. She enjoys volunteering her time as a board member for Scioto Youth Camp. She also participates as a member of the church worship team, while living in Bremen with her family.
Working with my clients' CPAs, attorneys and other professionals, I help individuals, families and business owners determine the most appropriate financial strategy.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- New Investors
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- History and Museums
Phone NumberTim Byers at (740) 654-3829
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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