Donna Wood specializes in financial planning and wealth management/investment advisory services, focusing on life financial planning for women, entrepreneurs and people with complex planning needs. A Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and Certified Financial Planner™(CFP®), she brings more than 30 years experience in business management, financial planning and financial consulting to her clients. Located in Haymarket, Virginia, she serves clients in Prince William, Fauquier, Loudoun and Fairfax counties, the DC Metro area, and citizens worldwide.
Donna is a fiduciary, and a strong advocate for the benefits of financial planning and wealth management. She enjoys the continuous learning that this profession provides, and as a CPA, provides the practical and objective insights that apply to each individual she works with. Her membership in professional associations including the American Institute of CPAs (AICPA) Personal Financial Planning section (PFS); The Certified Financial Planners Board of Standards (CFP®), and the National Association of Personal Financial Advisors (NAPFA) enables her access to industry standards of excellence. The continuing education and ethical requirements of these organizations provide their clients with the most current financial, legal and tax implications of planning.
Donna received her BBA from the University of Michigan and her experience includes work for KPMG, a global accounting firm. She has held numerous finance, administration and executive management positions in Fortune 500, mid-size and startup companies.
She is the mother of two and actively mentors two children by marriage. Donna eagerly engages with school children and young adults on financial literacy education.
An avid golfer and a dog lover, Donna is currently a "pack leader" of 4 rescued dogs. She enjoys being involved in the community; including serving as the past president of the Haymarket Gainesville Business Association. She is a Rotarian with the Manassas Rotary. She helped found a local Toastmasters club, and actively participates in The Executive Women's Golf Association DC Metro Chapter, where she served as chapter president. Donna is active in her church and volunteers for Friends of Homeless Animals.
Our Pack - Bella, Ace and Rylie
Jeffrey J. Brown, is a Registered Investment Advisor Representative and economist with Wood Smith Advisors. He provides financial and economic analysis, fund evaluation, and advises on investment strategy and portfolio construction. Jeff writes the Quarterly Market Report and monitors global economic developments.
He has over 30 years of senior level business experience. He has served as a corporate executive and a consultant to senior executives, investors and government officials.
He received his B.S. in Economics from the University of Utah and his MBA in International Finance from UCLA. In addition to serving Wood Smith Advisors, Mr. Brown is Principal with Pangea Global, LLC an international management consulting firm.