Donna Boender

Donna has more than 27 years of experience as a Financial Advisor. Her primary focus is assisting her clients in the process of building, preserving and transferring wealth. She also guides them through the often challenging transition from asset accumulation to generating sustainable retirement income. She works closely with each client to design and implement a comprehensive financial strategy that fits their unique goals and objectives and that serves as the foundation for making investment decisions. She has a disciplined and definitive process she implements with each new and existing client which includes in-depth discussions about their financial and life goals. She primarily works with busy professionals such as doctors and attorneys and also a select group of retired and near-retired individuals, as well as women in transition. Donna received her Bachelor's degree in Economics from the University of Colorado and she earned the CERTIFIED FINANCIAL PLANNER(TM) certification from the College for Financial Planning in 2012. She grew up on the East Coast and then moved to Houston where she worked as a paraprofessional for a trial law firm. Preparing financial reports for trials piqued her interest in finance and investments. Donna and her husband Michael spend much of their free time visiting their adult sons Nicholas and Zachary. They enjoy hiking, biking and many of the outdoor activities Colorado has to offer. Travel is also an important part of their lives. Donna is honored and humbled to be recognized to the list of Forbes Top Women Wealth Advisors Best-in-State for 2024 and 2025.