Donna, known affectionately as "Dee", joined WealthCare Investment Partners in 2018. As an accomplished and proven facilitator, Dee sets high standards and expectations for herself to meet both Advisor and Client needs by supporting them in a timely, friendly manner. She serves as assistant to our Operations Manager with an in-depth focus on direct client support, comprehensive data management, meeting preparation and follow-up account servicing needs. Her excellent communication and organizational skills, as well as her ability to prioritize, analyze and multi-task are invaluable to our team and the clients.
Dee enjoys spending quality time with her son Matthew, and granddaughters Delilah & Madalyn. She devotes much of her free time to reading, crocheting, and playing her harp.