Donna Gordon

Mrs. Gordon has dedicated her career in the financial services industry towards enhancing client relationships and ensuring the best possible experience for retirement plan sponsors and personal financial advisory clients.

She believes that building and managing client relationships allows her to provide a customized path for clients to help achieve their long-term financial goals. She earned a BS in Marketing and Business Administration from Carthage College in Wisconsin. Donna is licensed as a General Securities Representative and General Securities Principal, and an Investment Advisor Representative of IFP Advisors, LLC.

While not in the office, you will find Donna spending time with friends and her two adult children, attending concerts and cheering for local sports teams. She also enjoys volunteering for local charities especially Special Olympics and Alzheimer’s Association.