Donna L. Gorman

Insurance Coordinator/Client Services Associate

Office: (860) 838-3730

My Background:

  • B.A. in Human Development and Family Relations, University of Connecticut
  • Paralegal Studies Certificate, Bay Path University
  • Associate, Insurance Regulatory Compliance (LOMA AIRC)
  • Series 6, 26 and 63 held with LPL Financial

My Purpose: I am responsible for serving as the contact for our clients’ life and long-term insurance needs.  I bring over 20 years of experience in the financial services industry to the firm, holding positions in the areas of compliance, operations, life insurance and annuities, quality assurance and customer service.

My Promise:  I am dedicated to providing clients with a positive experience – from application to approval to post-issue policy servicing – and the peace of mind that having life insurance can bring. 

My Balance: Born in Syracuse, NY, I’ve lived in several states and recently moved to Suffield, CT where I plan to put down my roots. I enjoy spending time with my cat, Chloe, bicycling on the rail trails, and trying new recipes. I’m a regular blood donor, a member of my condo HOA Board, and I volunteer for Rachel’s Table, a food rescue and donation program.