Certified Financial Planner™
Client Service Advisor
513-474-9191 ext. 2
Contact Us
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Donna began working for Berno Financial Management, Inc in November 1997. She earned her Registered Paraplanner designation in May 1999. Donna continued her studies and completed her Certified Financial Planner™ (CFP®) professional accreditation in 2005. |
Before joining Berno Financial Management, Donna worked as a bookkeeper and in human resources for a small company. She also worked at her church as the Director of Youth for all youth grades 7 – 12. Continuing her desire to work with people, she now enjoys working with clients and helping them identify and reach their financial goals at Berno Financial Management, Inc. Donna’s focus at Berno Financial Management, Inc. is on clients’ portfolio management and on investment research for client education and analysis on current and prospective investments.
Donna lives in Anderson township with her husband, Steve and their three children, Cameron, Abby and Samantha. Donna volunteers at her children’s schools. They can be found many Friday nights cheering at Mariemont High School as her husband is the Head Basketball coach. |
