Donna has many years of administrative and customer service experience in the healthcare and real estate industries supporting executives and client services. She is new to the financial services industry and joined the Schrette and Lee Wealth Management team in September 2021. Her positive attitude and affable personality are a great addition to the team and clients in the Coeur d’Alene office.
Donna was born and raised in Thousand Oaks, in Southern California and she recently moved to Northern Idaho in December 2020. She loves the natural beauty of the area, culture, and increasing her involvement in the community.