Our Team
As a licensed Registered Investment Advisor with Series 7 and 66 licenses, as well as Health and Life Insurance licenses, I am committed to being a trusted partner to my clients. Building meaningful, lasting relationships is the foundation of my approach. Outside of my professional life, I live on a tree farm in Delavan, Wisconsin, with my husband, who runs a wholesale tree nursery. Our daughter is an avid soccer player, and family is at the heart of everything I do. When not helping clients, I enjoy spending time with my family—our two horses, boxer, and cat—while staying active through hiking, trail running, and working out.
Jaclynn has lived in Wisconsin her entire life graduating from East Troy HS. She continued her education by attending Gateway College with an emphasis in accounting. She was employed in the banking industry before joining the team at Williams Financial where she has worked the past 3 years. She works in all aspects of the business and has enjoyed her administrative role working with clients. She is also working on obtaining her insurance license and is excited for possibly to work with clients in the future on that level.
When Jaclynn is not working, she enjoys spending time with her family which includes her fiancée’, daughter Kinsley, and fur babies Koda and Kolt. She also enjoys cooking and their numerous home improvement projects.
With 25 years of experience in the health insurance industry, I’ve had the privilege of working on both sides — at an insurance company and directly with agents. I live outside of Mukwonago, where I value time spent with my family. When I’m not working, you’ll likely find me crewing for hot air balloons with my sisters or attending hot air balloon festivals across the Midwest. If you see a balloon floating around the Waukesha area, there's a good chance I’m chasing it!
Donna is originally from Ohio but has been a resident of Wisconsin for 50 years. She graduated from Mukwonago HS and then received her Bachelor of Science degree in Education from Iowa State University. She worked in real estate/construction upon graduation prior to changing career directions going into retail and manufacturing management. She has been with Williams Financial since 2010, transitioning into a part-time role.
Donna works on the financial side of Williams Financial primarily with 401K plans and participants. She enjoys the relationships she has established over the years working with clients, employers, and employees.
When she is not working her and her spouse, enjoy their home up north, traveling, walking, golfing, watching sports, enjoying a glass of wine, craft breweries, and caring for their 15-year-old dog Killian