Administrative Coordinator

Donna's Bio

Donna takes pride in seeing Strategic Wealth Designers’ collective team efforts come together to provide top-tier financial advice to clients. She specializes in client relations, where she excels in establishing strong connections and ensuring clients’ needs are met with the highest standards of service.

A graduate of Abilene Christian University, Donna holds a Bachelor of Arts degree. She brings a wealth of experience to her role, as she has previously worked in administrative, event and sales coordination positions.

Donna and her husband, Jeff, live in North Richland Hills, Texas. Away from the hustle and bustle of the office, Donna indulges in painting, solving puzzles, traveling and having a glass of wine with friends.