About

About Me

I founded Donalies Financial Planning, LLC in May of 2012 with the goal of providing low-cost financial planning services to anyone in need – not just people with millions of dollars. I have served in various planning, operations, and management positions prior to starting my own firm. Working for clients with a wide variety of ages, income levels, and family situations has helped me build an extensive knowledge base.

I am happily married and a father of two.  When not chasing after my little girls I devote time to other passions: Training for triathlons and creating artwork inspired by old-school video games.

Qualifications

My academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from The University of Maryland at College Park in College Park, MD.  I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of study and completion of a rigorous 10-hour exam.  In addition, I’m a member of the Financial Planning Association.


 

Leave a Comment