Wesban utilizes a team based approach for managing client investments and developing comprehensive financial plans. Wesban associates are listed below but we utilize the best-in-class professionals to serve client needs.
Donna H. Gordon, CFP®
Donna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban's team approach allows her extensive experience to benefit all clients.
Donna accumulated a wealth of real world business experience prior to joining Wesban. Her background includes experience in education, real estate and the supply industries.
In 1984 she joined Wesban as Office Manager and was responsible for complete client relationship service and portfolio monitoring while also managing firm technology and compliance.
Joining Wesban proved to be a watershed event in her career. She soon discovered a passion in helping clients achieve their most important goals using the financial planning process. Shortly thereafter she enrolled in The College of Financial Planning's Para-planner certification course becoming among the first Registered Para-planners in the State of Alabama.
Donna later completed all the requirements to become a Certified Financial Planner™ which is now the premier designation among financial advisors. She is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (www.napfa.org). NAPFA requires advisors to offer Fee-Only comprehensive financial advice while adhering to the highest standards of care for clients.
Eric J. McClain, CFP®
Eric is Vice President of Investments and Financial Planning with Wesban Financial Consultants, P.C. His duties include providing comprehensive financial planning and investment advice for new and existing clients.
Eric has over 10 years of financial experience in banking and fee-only financial planning/investment industries. He is a graduate of The University of Alabama's financial planning program and a Certified Financial Planner(TM) and Registered Financial Advisor with the National Association of Personal Financial Advisors.
He is passionate about Fee-only financial planning and in 2007 he completed the rigorous FPA Residency Program which focuses on client-centered training using comprehensive and detailed case studies. Eric previously served as Public Relations director for the North Alabama chapter of the Financial Planning Association. During his tenure, he was interviewed by Fox 6 and CBS 42 on topics such as the economy, investments, and retirement planning. He wrote part of a training workshop called "Fiscally Fit" which is still used for Pathway's, a local Women's shelter.
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