Donna Lee is one of those rare individuals who is able to hold two opposing approaches at the same time - she is very patient and kind, yet her motto is "get it done now."
As the Director of Operations at O'Farrell Financial, Donna Lee takes the lead when it comes to seeing that the work that needs to get done, gets done. Perhaps it's no surprise then, to find that she grew up on a 6th generation family dairy farm and had her own list of chores and hard work to do from the very beginning. She also grew up in a family that was intent on giving back to the community and caring for their neighbours.
Donna Lee joined O'Farrell Financial on a full time basis in 2000 to take responsibility for implementing solid business procedures and ensuring that the office is run smoothly and professionally. As a tremendous organizer, Donna Lee's skills allow the firm to be extremely supportive of client needs while ensuring that all the paperwork is done accurately and quickly.
When you deal with the O'Farrell Financial team, you'll quickly notice a theme of thoughtful responsiveness. In addition to running the operation, Donna Lee addresses all areas of human resources and is directly involved in selecting, training and nurturing the team. Her patience, kindness and business resolve amplify the professionalism and courtesy that each team member has, and the experience that clients enjoy. Her diligent service of the business translates directly into professional service for our clients.
Much like life on the farm as a young girl, hard work and a great attitude make a difference; a difference that everyone notices when they deal with O'Farrell Financial.