Office Manager/Compliance Coordinator
Donna oversees administrative operations and provides sales administrative support for the firm. She is also responsible for assisting in the creation of all retirement plan client materials, coordinating Spectrum's internal compliance program and updating the company website. Donna attended the University of Wisconsin-Whitewater and has been in the financial services industry since 1994. Prior to joining Spectrum Investment Advisors, Donna spent nine years with a third party marketer that provided annuity products to banks in the Midwest.
Donna is married with one son and appreciates time spent with her family. She especially enjoys weekends with family and friends in northern Wisconsin. In her spare time, Donna enjoys home remodeling projects, gardening, hiking and reading.