Donna Poyssick has been in the financial industry for over 20 years and is a results-driven Office and Operations Manager with a proven ability to streamline processes, enhance organizational efficiency, and support high-performing teams. With a strong foundation in administrative leadership, Donna excels at coordinating day-to-day operations, optimizing workflows, and ensuring seamless business execution.
Known for her attention to detail and proactive approach, she plays a critical role in maintaining operational excellence while fostering a collaborative and productive work environment. Donna brings a balance of strategic thinking and hands-on execution, consistently delivering solutions that improve performance and drive organizational success.
Her specialization includes high-quality customer service, office management, process improvement, team coordination, and operational support, making her a valuable asset to Madison Rose Advisors.
Outside of work, Donna enjoys spending time on the beach, playing volleyball and pickleball. Most of all, she enjoys family time with her grown children, grandchild, and grand-dogs.
Financial Planning
Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we’ll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.