Advisor Profile

Donna is the Client Services Manager for Choreo’s Augusta office, bringing over 15 years of experience in the financial services industry. She plays a key role in ensuring timely, accurate, and thoughtful service to clients, acting as a central point of contact and support for day-to-day needs. Donna is known for her strong attention to detail, proactive communication, and dedication to delivering a seamless client experience.

In her role, Donna helps manage operational processes and ensures client requests are handled in a timely manner. She is instrumental in maintaining efficient back-office systems that help the team deliver an exceptional standard of service.

Donna is passionate about building trusted, long-term relationships with clients and takes pride in creating a welcoming, responsive environment where clients feel cared for and confident in the support they receive.

Outside of work, Donna enjoys spending time at the beach, working out, playing tennis, and gardening.