Donna has been with CCP since 1996. She is the administrative assistant at CCP. She enjoys the diversity of her job duties in maintaining the smooth flow and processing of projects and meetings.

Donna also services the prospective clients. This gives her the opportunity in being the first contact a prospective client has with CCP. She coordinates the prospective client information and the planners' initial consultation meeting with them.

Among her other responsibilities, she is the professional association liaison of the various organizations of which CCP planners are members as well as the accounts payable manager.  Donna also facilitates the coordination of Security and Exchange Commission (SEC) forms with management and CCP's SEC attorney.

As part of the CCP team, Donna enjoys all of these various aspects of her position.