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Client Services Associate

[email protected]

Donna has spent her entire life working in the financial industry. She first served as an Operations Manager/Investment Banker for 15 years. When she met and married Tom Bodensteiner, her skills worked hand in hand with Tom’s investment business, Bodensteiner Investment Advisors.

Tom and Donna have been working as a team for almost 25 years. Donna enjoys client service and is dedicated to managing the advisor-client relationship, ensuring our clients’ needs are met. She is also well-versed in finance and adds value to Wilon with her understanding of investment concepts.

In her free time, Donna enjoys baking and cooking, and loves to share her goodies with neighbors, family, and friends. Additionally, she has an eye for interior design and a passion for drawing floor plans for kitchens, bathrooms and living areas. Donna also likes spending time with her daughter Renee, son-in-law Eric, and grandsons, Carter and Reece.

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Central Iowa: 2400 86th Street, Suite #32, Urbandale, IA 50322 • Phone: 515-225-9500
North Iowa: 9 Plaza Drive, Suite 4, P.O. Box 287, Clear Lake, IA 50428 • Phone: 641-357-6438
Western Iowa: 414 West Main, P.O. Box 400, Sac City, IA 50583 • Phone: 712-662-3866