Director of Client Services for Lighthouse Financial Advisors, Inc.
Donna Tyrrell joined Lighthouse Financial Advisors, Inc in February 2005. With many years of experience in office management and customer service, Donna is the Director of Client Services and Office Manager at Lighthouse Financial Advisors, Inc. Donna earned a Certificate of Completion for the “Cambridge Paraplanner Success Program” from the “Alliance of Cambridge Advisors” after completing the Cambridge training course in January, 2007. In 2010, Donna completed the “Chartered Retirement Planning Counselor” course through the College of Financial Planning and earned the CRPC(R) designation.
A significant member of the LFA team, Donna keeps the office running smoothly and efficiently. She brings with her a passion for her work and is committed to servicing clients proficiently and always in a courteous, professional and friendly manner. Donna’s goal is to achieve excellence in her work and develop long and successful relationships with each LFA client. Donna’s involvement in assisting clients starts with providing information to new prospects, building a good rapport from the very beginning. Her key roles include assisting LFA’s clients with any issues or concerns they may have, helping clients plan for retirement, planning client meetings and events, as well as managing the office.
Donna returned to the work force after raising her two children. Through those years, she always kept busy volunteering her time and services to various community organizations. Some highlights of Donna’s dedication included, co-founder and past co-president of the Howell High School Girls’ Softball Booster Club, held various positions for the Parent-Teacher Organizations of her children’s schools, and charter member/volunteer coordinator and fundraiser chairperson for ID-A-Kid. Donna resides in Howell, NJ and enjoys the beach, walking, reading and spending time with her family and friends.