Donna Boender

Donna has more than 25 years of experience as a Financial Advisor. Her primary focus is helping clients build, preserve, and transfer wealth. She also guides them through the often-challenging transition from asset accumulation to generating sustainable retirement income. Donna works closely with each client to design and implement a comprehensive financial strategy tailored to their unique goals and objectives. This strategy serves as the foundation for informed investment decisions. She follows a disciplined, well-defined process with both new and existing clients that includes in-depth discussions about their financial and life goals.

She primarily works with busy professionals, including physicians and attorneys, as well as a select group of retired and pre-retired individuals and women in transition.

Donna earned a Bachelor's Degree in Economics from the University of Colorado and obtained the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning in 2012.

Originally from the East Coast, Donna later moved to Houston, where she worked as a paraprofessional for a trial law firm. Preparing financial reports for trial cases sparked her interest in finance and investing and ultimately led her to pursue a career in wealth management.

Donna and her husband, Michael, spend much of their free time visiting their adult sons. They enjoy hiking, biking, and many of the outdoor activities Colorado has to offer. Travel is also an important part of their lives.

Donna was recognized on the Forbes Top Women Wealth Advisors Best-in-State list for Colorado in 2025 and 2026 and is honored to be included among the nation's leading women wealth advisors.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). View Award Disclosures.