Meet Donna

Donna-GuarjardoDonna Guajardo entered the insurance and financial industry in 1988, helping her late husband with his practice while working full-time in the corporate arena. In 2010 she became registered as a full-time assistant, and stepped in to support his clients at his death in 2013. In 2015 she added Florida to her territory, while maintaining her Texas clients.

Passion
Donna’s passion is to enable all her clients to be able to navigate through life’s sometimes unexpected twists and turns. She is dedicated to developing lasting relationships with all her clients. She believes in helping them assess their financial goals and participating in the management of their finances.

Mission
Donna’s mission is to know and understand her clients’ financial situations, and provide them with the highest quality information, services and products to help them reach their goals. She can build a customized solution and provide clear, easily understood explanations of financial products and services.

Qualifications
Donna began helping her husband in 1988, became registered in 2010, and in 2014 she studied for and obtained her Series 6, 63 and 65 licenses for securities. She also holds insurance licenses in both Texas and Florida.

Personal
When Donna is not working, she enjoys the Emerald Coast of Florida, socializing with friends, or spending time with her family. This includes a rescued Standard Schnauzer named Monsieur Boudreaux (Bud for short) and two cats. She enjoys baking and cooking, and sharing the results with her family, friends, and neighbors. She is also active within the Niceville business community and her church.