Donna’s passion for life makes her an ideal SilverStone Group Associate. She loves to travel and shares her excitement for fun and adventure with all that surround her. Donna has over 20 years of experience in all aspects of life insurance and benefits. She started her career with SilverStone Group as a Plan Administrator in the Business Continuity and Wealth Transfer practice area. Her move after 2 years to the Executive Benefits Division has allowed her to take advantage of her finance degree. Donna has over 15 years of experience in benefit plan design and funding. She specializes in the design, implementation and monitoring of non-qualified deferred compensation, supplemental executive retirement, death benefit and disability plans.
Donna’s finance background is an asset in the modeling of alternative plan designs, including analysis of tax implications, the impact on corporate cash flows and earnings and other financial complexities involved in establishing an executive benefits plan. Simply put, her education and experience allow her to assist clients in analyzing funding alternatives and product selection.
Donna is a member of the Omaha Chapter of the Society of Financial Service Professionals. In her free time, she enjoys hanging out with her family or traveling to fun vacation spots!
e-mail: firstname.lastname@example.org | phone: 402.964.5443 | fax: 402.964.4082
- Chartered Financial Consultant (ChFC), The American College
Bachelor of Science | Finance
University of Nebraska-Lincoln | Lincoln, NE