Donna Weise

Donna joined our firm in March of 2008. Prior to joining Weintraub Financial, LLC, Donna brought with her 18 years of experience working in the insurance industry as an administrative assistant for life and health insurance agents.

Donna's duties include assisting with all facets of our insurance services. She will work closely with our clients and carriers to make operational processes as smooth as possible for our clients.

In addition, Donna's responsibilities also entail the administration of our employer sponsored retirement plans. Donna is an integral part of the servicing of our Retirement Plans.


Phone (267)722-8294
Fax (267)722-8316