DG
Donna Gordon
Relationship Manager at Finspire,
View Donna's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Relationship Manager
Sep 2019 - Present · 5 years and 4 months
Feb 2004 - Sep 2019 · 15 years and 7 months
401(K) Specialist
Sep 2007 - Sep 2019 · 12 years
Administrative Assistant
Feb 2004 - Sep 2007 · 3 years and 7 months
Company Details
2-10 Employees
Finspire was created in 2018 by industry veterans Charles Williams, Chris Karam and James Jaramillo to provide a rare industry combination of fiduciary services to employers alongside financial wellness, planning and asset management to employees and individual investors. The retirement plan advisors at Finspire believe that plan sponsors, participants, and individual investors deserve a true advocate in their corner. We’ll be here to answer the tough questions and provide guidance when times are most turbulent. Mission Strive to improve our clients’ financial well-being. Vision Maintain a progressive business model and build a team of like-minded, investment fiduciary-oriented professionals dedicated to enhancing the client experience. Value Work collaboratively with clients to pursue their financial goals, allowing them to spend more time on what matters most Most of all, we’re in this together. Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Finspire, LLC are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
1515 E. Woodfield Rd. Suite 840 Schaumburg, Illinois 60173, US
Keywords
Investment ManagementRetirement PlanningInvestment AdvisoryFiduciary TrainingRetirement Plan Merger & AcquisitionsInvestment Fiduciary ServicesInstitutional Retirement ConsultingWealth ManagementFinancial WellnessAsset Managmenet
Discover More About Cleveland Clinic

Find verified contacts of Donna Gordon in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.