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Donna Cates

Donna Cates

Office Assistant

I manage our LifeTrack service developed by Estate Settlement Services. I help keep our clients organized and up to date with all their critical, personal information. I enjoy calling our clients on a regular basis and getting to know them through their stories. I like being an integral part of the office support staff here at Senior Financial Planning, where I have been since 2013. I have 4 adult daughters and 6 grandchildren.  I love history, genealogy and working in my yard.