ABOUT
Put Donna Chaney's education, experience,
and credentials to work for you
Financial planning isn't just about your retirement. It's about your life. That's why Donna helps you realize the life you want today while planning for the future.
Her philosophy is to put her client's interests above all else. To serve your best interest, Donna is:
Independent
She provides objectivity and flexibility in financial planning and investment management. A former auditor, Donna has always been an independent advisor. She won't tie you to any investment, fund company or service partner.
Transparent
You know how much you' re paying and what you're paying for. Donna clearly communicates this information because, as your financial advisor, she wants you to know where your money is going.
Strategic
She focuses Fortune 500 business savvy on your life. A former business and financial consultant with Ernst & Young, LLP, Donna brings high-level strategic thinking to your situation. She provides thoughtful, expert counsel so you can make the best financial decisions to meet your goals.
Straightforward
You'll get sophisticated advice, delivered in plain English. Donna speaks your language, so you can clearly understand your situation, your options and your opportunities.
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