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Learn about disclosures →Donna is a senior financial advisor at HBK Sorce Advisory, doing business as HBKS Wealth Advisors, and a registered representative with Purshe Kaplan Sterling Investments, spending full-time and about 10-20% of her time, respectively, on these activities. She also works as an insurance agent for HBK Sorce Insurance, dedicating a few hours per week, and has power of attorney for her mother and father, and is the author of a book.