SPF - Key Persons
Donna assists with the day to day operations in the office.
Donna has 27 years experience in the financial industry. Prior to joining SagePoint Financial, she held various roles as a Bank Representative.
Donna's greatest attributes are her people skills, customer service and work ethic.
Donna Currently lives in Neenah Wisconsin. She has 3 grown children and 3 grandsons. she enjoys biking, reading, traveling, music festivals, and spending time with family and friends. Especially the grandsons.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Assistant to Kevin Gustafson and Neal Roberts