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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Donna A. Kuhlman


(563) 599-9201

Donna A. Kuhlman is a Senior Wealth Manager with Cetera Wealth Advisors. With 15 years of experience in the financial services industry, she is focused on meeting the financial needs of clients and helping them achieve financial security and greater retirement readiness. With a focus on financial & estate planning, budgeting, college funding, retirement income, investment analysis, disability coverage, long term care and life insurance strategies, Donna works with individual and small business clients to help them achieve a confident financial future.