Donna M. Stefans, Esq., AIF
Founder and lead Estate & Elder Law attorney at Stefans Law Group PC.
Wealth Management Advisor
President of Summit Tax Advisors, Inc.
Donna Stefans has over 18 years of experience in Elder Law, Estate Planning, Retirement Income Planning, Income Tax, Asset Management and Capital Investment, giving her the ability to create and maintain holistic life-care plans for clients – from birth to legacy.
Advertisement.
Advertisement.
Ms. Stefans is also the President of Summit Tax Advisors Inc., a full service personal, business, trust accounting, income tax, and consulting practice. She is currently an Investment Advisor Representative with Cetera Advisor Networks LLC, and is an Accredited Investment Fiduciary (AIF).
Advertisement.
