About My Practice
I pride myself on working hard to provide the best possible service to my clients. Being able to help people is a central part of my life, and I’m happy I can be of service to my clients and community. I also enjoy meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for my clients and me to connect and ultimately help them secure their financial security goals.
Donovan has chosen to specialize in working with federal employees because of their unique planning needs—helping to balance their exceptional government benefits with the rest of their sometimes-complex financial picture.
Through extensive training, Donovan has learned the particulars of the various federal benefit programs and helps federal families to make the most of those benefits—both while working and in retirement
Specialties: Annuities, Auto, Commercial, Disability Income, Farm, Health, Home, Life and Investments.
For federal retirement workshop locations and dates, visit: https://fedimpact.com/irpd/
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health, Annuities and Variable, Auto and Home
Security Licenses: Series 7 and 63
Other Licenses, Certifications, Designations:
Education: Dual Degree in Business and Finance
Investment Advisor Registration:
Associations & Affiliations:
My Association with the Office or Firm