As the founder and principal advisor of Interlock Financial, making sure you feel secure and comfortable with your finances is at the heart of what I do. Making a difference in my clients' lives is extremely rewarding, and that is why I love what I do.
With more than 20 years of financial services experience, I understand that every client has a unique situation. Taking a proactive approach, I listen to your specific needs in order to design a plan that is right for you and your family.
I believe continuing education is the key to success and I am committed to continuing to educate myself on the financial markets and different financial products, enabling me to advise based on the latest insights. In collaboration with a vast network of resources and financial service professionals, we strive to implement the best possible solutions for you to achieve your financial goals.
A little more about me: I have worked for large and small investment firms over my 20-year career. After becoming a CERTIFIED FINANCIAL PLANNER™ professional, I founded Interlock Financial so that I could dedicate my time to helping people achieve their financial goals. I have also earned the designations of Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®) and Certification for Long-Term Care (CLTC) which means I offer services end-to-end.
Outside of my work, I love being with my family and friends. My wife is my biggest fan, and together we share two girls and our beloved dog. We love to travel and teach our kids the value of family and hard work. When I can find a little extra time, I like playing golf or fishing - in search of the one that always seems to get away.
As a client service specialist, I will be your main point of contact for any questions you may have. In addition to the day-to-day contact regarding accounts and scheduling, I also manage the financial planning department for Interlock Financial. Because finances are one of the most stressful parts of everyday life, I have a true passion for financial planning, and helping clients feel more comfortable with their financial future.
I graduated from Pace University in New York City with a bachelor’s degree in business administration with a concentration in finance and two minors in economics and marketing. Prior to joining Interlock Financial, I worked as a Paraplanner for a wealth management firm in Fairfield County. I currently hold my series 7, series 66, life, health, and accident insurance, and real estate license.
Outside of work, I enjoy spending time with my friends and family. For now, my husband and I have one, four-legged child, our sphynx cat, Ophelia. We are a huge Green Bay Packers family, so if they are playing, chances are, you can catch us in front of the TV.
Donna L. Smith has 40+ years’ experience in the financial planning industry and was one of the female pioneers in the financial planning profession. Donna’s career also includes 35 years as a Registered Investment Advisor (RIA), with the last 20 years as President and founder of Smith Financial Concepts, LLC. Over her career, Donna has advised high net worth individuals with their investments, insurance, and financial planning needs. Donna receives tremendous satisfaction helping clients accomplish their financial objectives. She currently holds several insurance licenses, including life, health, disability, and long-term care, in multiple states.
Donna graduated from Bethany College in West Virginia with a B.S. in Biology and a minor in Chemistry. Postgraduate, Donna was a lab technician at the Washington University School of Medicine in St. Louis, MO. After that, Donna transitioned to the financial sector because she wanted to be part of the dynamic and rewarding financial planning field and work with clients to achieve their financial dreams.
After marrying, Donna and her husband Jim lived in the north end of Bridgeport, CT, then moved to Trumbull, CT, where she lived with her family for 25+ years, eventually downsized as empty nesters and moved to Shelton, CT. Last year, Donna and Jim moved to Tampa, FL to be closer to their family.
During her time in Connecticut, Donna was very involved in various community activities. She was the Vice President and then President of her Bridgeport, CT condominium association for 6 years, Co-Founder of the Bridgeport Coalition of Condominiums, and was an active member of WIM (Women in Management). Donna also served on the Board of Directors of the former Bridgeport Jewish Community Center (JCC) and JCC Summer Camp Committee and was an active member of the Trumbull PTA during her son’s elementary school years.
During her leisure time, Donna and Jim love to travel and have enjoyed traveling to 6 of the 7 continents where they encountered some amazing experiences, people, places, and food. Donna and Jim have been fortunate to also include their children in many of their travel adventures to expand their horizons and cultural experiences.