Client Relationship Manager, Donna Sparks

Louie and Donna started working together while employed at Chesapeake Financial Group.  Together they joined WorkforceTactix to head up the wealth management division.  When Louie started Maryland Wealth Management; Donna became the Client Relationship Manager.  She has many years of experience in the financial industry overseeing the day to day operations and managing client’s needs.  Donna likes being the point of contact for many clients while nurturing the relationship with her attention to detail.  When Donna’s not in the office, she enjoys spending time with her family and her dog, Lacie.

Financial Client Relationship Manager for Louie during his National & Local Recognition:

– Multiple Five Star Wealth Manager Awards by Baltimore Magazine.

– Former Executive Appointment to the Baltimore County to the Human Relations Commission Board.

Financial Planning
Retirement Planning
Family Planning
401K
Goals and Aspirations
Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

Client Relationship Manager, Donna Sparks

Louie and Donna started working together while employed at Chesapeake Financial Group. Together they joined WorkforceTactix to head up the wealth management division. When Louie started Maryland Wealth Management; Donna became the Client Relationship Manager. She has many years of experience in the financial industry overseeing the day to day operations and managing client’s needs. Donna likes being the point of contact for many clients while nurturing the relationship with her attention to detail. When Donna’s not in the office, she enjoys spending time with her family and her dog, Lacie.

Financial Client Relationship Manager for Louie during his National & Local Recognition:

– Multiple Five Star Wealth Manager Awards by Baltimore Magazine.

– Former Executive Appointment to the Baltimore County to the Human Relations Commission Board.