Donna specializes in financial planning and investment advisory services, focusing on life financial planning for entrepreneurs and women. A Certified Financial Planner™ and a Certified Public Accountant, she brings more than 25 years experience in business management, financial planning and financial consulting to her clients. Donna has also earned a certificate from the American College on Special Needs Financial Planning.

Donna received her BBA from the University of Michigan and her experience includes work for 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 currently serves on the board of Y-ME Mid-Atlantic, a national breast cancer organization, and 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.

Sue is a Certified Public Accountant with 20 years experience in Public Accounting and Taxation.  Her clients represent a wide range of industries, including professional services, temporary staffing agencies, insurance, restaurants, and funeral homes.

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