Catherine Kirchner is a financial advisor at Donalies Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining Donalies Financial Planning in 2025, she operated as a sole proprietor and worked with XY Planning Network. Outside of financial advising, she owns Uncommon Beef, LLC, a farm-to-table grass-fed beef business. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and those preparing for or in retirement. The firm employs a Modern Portfolio Theory-based investment approach, combining passive core holdings with active satellite positions, and offers services including comprehensive financial planning, periodic client communications, and tax-aware portfolio management.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.