Donna Petri is a Financial Services Professional with WestPoint Financial Group. She provides objective financial planning strategies to help meet the investment and insurance goals for businesses and families.
Prior to joining WestPoint Financial Group and her career in the financial industry, Donna attended Nova University. Following NU, Donna was the Director of Purchasing at local Indianapolis company, ETS. Preceding that occupation she lived in the state of Virginia and was the Materials Manager at Defense Systems.
Donna is an active member of the American Legion Auxiliary, the National Association of Female Executives, Indiana Sports Corporation and actively participated in the Super Bowl XLVI organizing efforts. She has also co-founded a charity “CFC” whose mission is helping people in the community by conducting various fundraising events. In her free time, she enjoys participating at her local church, golfing, fishing, boating and charity work.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies