Donna V WernerFounder / Chief Executive OfficerMrs. Werner’s background includes many years of program development and implementation work during her tenure in higher education and in executive leadership. Mrs. Werner is a skilled and highly-effective leader, trainer, facilitator, and administrator.
Ms. Werner started her career in the financial services industry in the mid-2000’s, and has been successful in assisting individuals, families, and business owners to understand and develop a financial plan that includes a solid base of insurance products. Ms. Werner’s passion for learning and education resonates throughout her many interactions with clients. |