Broker Check

The Associates

Donna Patton, CLU®, ChFC®

Financial Representative



[email protected]

I would be happy to help you with matters, such as:

  • Life insurance: Review current coverage and determine possible future needs
  • Disability Income Insurance: Determine how much individual insurance is desirable in addition to group coverage
  • Education planning: Review 529 plans, Coverdells and other investment strategies
  • Long term care insurance: Assess the need and examine different funding options
  • Retirement planning: Examine the source and timing of various income streams and their tax implications

I have been a financial representative with Principal Financial Group® for 35 years, as well as a Principal Securities Registered Representative and Financial Advisor. In 2007, I was inducted into The Principal® Hall of Fame.