Get to know my dedicated team

My team and I take pride in providing the upmost customer care at all times through our risk management and investment services. Our aim is to help you create a bulletproof financial plan. That starts with us.

Please feel free to reach out to us with any questions or concerns you may have. We look forward to helping you become financially secure.

Photo of Director of Operations and Client Service Gina Donaldson

Gina Donaldson

Director of Operations and Client Service