Donna specializes in financial planning and investment advisory services, focusing on life financial planning for entrepreneurs and women. A Certified Public Accountant/Personal Financial Specialist and Certified Financial Planner™, she brings more than 30 years experience in business management, financial planning and financial consulting to her clients. Donna has earned a certificate from the American College on Special Needs Financial Planning.

Donna received her BBA from the University of Michigan and her experience began with KPMG, a global "Big 4" accounting firm. She has held numerous finance, administration and executive management positions in Fortune 500, mid-size and startup companies.

Donna serves on the boards of Breast Cancer Network of Strength, a national breast cancer organization, the Haymarket-Gainesville Business Association and the Prince William Symphony Orchestra. She is a Past President of the Executive Women's Golf Association's DC Metro Chapter. She is also a member of the American Institute of CPA's (AICPA) Personal Financial Planning section, the Financial Planning Association (FPA) and is an active member of her church.

An avid golfer, Donna and her husband Jeff enjoy spending time together with their four grown children in Haymarket, Virginia.

Sue is a Certified Public Accountant with over 25 years experience in Public Accounting and Taxation, providing advisory services, tax planning, and tax preparation for small to mid-sized businesses and individuals.

Sue brings the following expertise to her clients:

• Management advisory services
• Business consulting services such as:
  • Entity choice
  • Internal control review
  • Business loan applications
• Corporate, Individual, estate and trust income tax returns
• Specialized knowledge of S-Corporation taxation
• Full disclosure GAAP compilation and review financial statements