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Donna M. Wood CPA/PFS, CFP ®
Donna specializes in financial planning and investment advisory services, focusing on life financial planning for entrepreneurs and women.
Donna is an avid golfer and also specializes in networking on the links. Put yourself in a comfortable situation and conversation and confidence will follow. You will find Donna playing through any number of courses up and down the coast plus Costa Rica and the Cayman Islands.
Donna is a member of the Executive Women's Golf Association (EWGA) a national organization whose mission is "Connecting women to learn, play, and enjoy golf for business and for fun." She is past president of the Washington DC Metro Chapter whose ranks numbered near 700. Donna served as captain of two EWGA leagues, one is currently at Bull Run on Sundays, and created a "couples league" for married and partnered friends who like to golf. She was the past president of the Stonewall Ladies Golf League that plays 18 holes on Tuesday mornings. She serves on the following charitable golf tournament committees: Rainbow Riding Center and the Y-Me Breast Cancer Organization.
Donna currently serves as the President of our own HGBA, 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.
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 and her husband Jeff enjoy spending time together with their four grown children in Haymarket, Virginia.
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