Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Jeffrey J. Donahue
Owner/President
jeffdonahue@donacofinancial.com
As a financial advisor with over 17 years of experience in advisement and 15 years as the owner/advisor of Donaco Financial Services, I have learned that the most important aspect of my vocation is to build relationships with my clients who have entrusted their wealth management to my care.
Making sure I know my clients and their goals is the beginning of cultivating a strong working relationship. Once that has happened, I move to portfolio design to fit the established parameters, implementation of that portfolio, and then consistently monitoring and reviewing those investments.
I want all clients to have a solid understanding of why we established their individualized plan and I make myself easily accessible for clients to reach out with questions at any time. One of the most rewarding aspects of my role as a financial advisor is not only building strong relationships with the people I work with, but also having the opportunity to educate them on their portfolio and build their financial literacy.
I pride myself on maintaining open access and communication with my clients and answering any questions or concerns they may have. I look forward to hearing from you to discuss how we can make this happen for you!
Lynnea Ossello
Administrative Assistant
My journey as a financial professional began in 1985 in Anchorage, Alaska when I was fresh out of college. After a long hiatus to raise my children I joined Donaco Financial Services in 2007 in my role as administrative assistant. If there is one thing my years in this industry have reinforced is that each client has specific and individual needs. Understanding and respecting these needs is one reason I am successful in my role and why I love my work. With my free time I enjoy my family, gardening, volunteering in my community, and hiking. And when the weather turns I will be inside with my knitting needles or a good book.