Donnas Landry
Certified Wealth Strategist ®
Donnas has over 18 years experience in sales and management of small businesses in fields as varied as Truck and Marine Refrigeration, Art, and Wine and Spirits. Donnas earned a Bachelor of Science in Human Resource Management (Minor in...
Client Centered
I understand that every individual faces a unique set of challenges as they develop a financial strategy. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protecting your family with insurance, or preserving your assets, my personalized service focuses on your needs, wants, and long-term goals.
My years of financial services experience can help you develop and monitor a plan to achieve your financial goals. I can help you address your needs for today and for the many years ahead. I look forward to working with you.