Donna transitioned from the medical field as a Quality Control Coordinator to the legal field with the same desire and commitment to help support individuals and families in their time of need. She joined our team in 2022 and is our Estate Planning Legal Assistant. She is responsible for turning the personalized plan created in the client’s design meeting into reality. Donna keeps the process on track and is the key person to contact with information and questions during the estate plan process.Donna is a Southern California native with deep family roots in Ventura, where she has owned two successful businesses. She also lived in Franklin, Tennessee for a number of years while raising her two daughters. They are all back in the area enjoying their careers and the beautiful coast they call home. On the weekends, Donna enjoys spending time with family and friends.
(That's what really matters!)
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