Donna’s Approach
Donna S. Sanders
Financial Advisor / Member Owner
Overview
Donna Sanders serves as a financial advisor at our Cedar Rapids, Iowa, office, where she focuses on guiding individuals through investment strategies and financial planning to help them work toward their retirement goals.
Donna has worked in the financial services industry for more than two decades. She joined Savant in 2022 after World Trend Financial joined Savant, bringing years of experience and a deep commitment to client relationships.
Based in Cedar Rapids, Donna enjoys an active life outside of work. She and her husband, Jeff, have three adult children who all live and work in the area, along with six grandsons. Donna spends her free time bicycling, quilting, reading, and cheering on the Iowa Hawkeyes and Pittsburgh Steelers.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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