With over two decade of experience in the investment and financial planning fields, I head Macdonald Financial Services and direct the planning, management, analysis, research and review of all client programs.

I have been appointed as an advisory board member to assist Banner Health in carrying out its mission to serve the health care needs of its communities through excellent patient care. To assist, advise, counsel and guide the Chief Executive Officer and Banner management in planning, developing and promoting programs so that the Health Care Facility will be better able to meet the health care needs of the residents of Loveland, Larimer County, and surrounding areas and in maintaining and… Show more I have been appointed as an advisory board member to assist Banner Health in carrying out its mission to serve the health care needs of its communities through excellent patient care. To assist, advise, counsel and guide the Chief Executive Officer and Banner management in planning, developing and promoting programs so that the Health Care Facility will be better able to meet the health care needs of the residents of Loveland, Larimer County, and surrounding areas and in maintaining and establishing facilities and/or programs for the care of persons suffering from illness, injuries, disabilities, chronic disease or old age. Show less

A Child's Dream (formerly Macdonald Family Charity) was founded to grant dreams to children and youth who are terminally or chronically ill, injured or low income in Larimer County.

I prepared and implemented financial plans to individuals and businesses in Northern Colorado. I was recognized as an elite performer by being in the top 5% (based on revenue) of all Registered Representatives each year.

I worked in the Trust & Investment Management Department. I rebalanced trust accounts with individual equities, bonds and mutual funds to achieve desired investment objective.

I worked in multiple bank branches as a Registered Representative. In that capacity, I was the assistant to the branch manager in all aspects of running the branch but in addition, I helped customers with investment decisions, life planning and their personnal goals. I was recognized as the top 1% of all Registered Representatives for Mercantile Bank each year, based on revenue, until I moved to Colorado.