Donna Maier

1175 Pittsford Victor Road Suite 220
PITTSFORD, New York 14534
United States
Office Phone: 585-737-2383
Member since 2004
Membership Type: IACP

Profession(s)

Financial Professional

The majority of my practice is dedicated to collaborative and mediated settlement options for clients. Since becoming involved in the Collaborative Law Association of Rochester New York, I have provided financial education and support in hundreds of cases for clients. My work centers on the clients, their needs, and their choices, and providing them with the right information to make educated, involved, and empowered decisions about their financial future. My experience as a commercial banker for more than 20 years, CDFA, and designation as a Certified Valuation Analyst (CVA) through the National Association of Certified Valuation Analysts all make me uniquely qualified to bring the knowledge and discipline, coupled with compassion, to the collaborative process.

Area(s) of Practice: Financial, Teaching, Valuation
License(s): Previously held Securities Licenses (6 and 63) as well as NYS Health/Life Brokers License

Professional Activities

Past President and Board Member Collaborative Law Association of the Rochester Area (CLARA); former Board Member, Rochester Chapter, National Association of Women Business Owners; ~Member, Institute of Certified Divorce Financial Analysts ~Member National Association of Certified Valuation Analysts

Undergraduate Education

Bachelor's Degree University of Rochester BA French Language

Postgraduate Education

MBA in both Finance and Marketing, Simon School, University of Rochester

Professional Education

Certified Valuation Analyst (CVA)
Certified Divorce Financial Analyst (CDFA)

Comments

After more than 20 years as a commercial banker, I changed focus and direction to where I felt I could have a bigger impact on the personal lives of others. I was fortunate to have learned about the formation of the Collaborative Law Association of the Rochester Area (CLARA) shortly after it began, and was so impressed by the spirit and dedication of all of those involved that I have been an active participant ever since. My participation has afforded me an opportunity to help create and participate in the group's first interdisciplinary training alongside Marion Korn, Sue Brunsting, Stu Levison and Beth Danehy, and others of great talent and contribution. The personal relationships I have formed with colleagues and clients has had a lasting impact, and I'm so grateful to have found an occupation where I can give so much back.