Donna Nave-Perry

April is Financial Literacy Awareness Month; whether it's reviewing your insurance policies, exploring new coverage options, or setting financial goals, our dedicated team is here to help you navigate the journey ahead. Let’s make this year your most successful one yet: secure, confident, and full of opportunity. Together, we can build a brighter future for you and your family.

For me, insurance isn’t just about policies; it’s about the people and the stories behind them. Before licensing as an agent in 2020, I spent 10 years as a strength and conditioning coach. That experience taught me that whether you’re training for a goal or preparing for the future, success comes down to a solid foundation and a coach who truly has your back. I’ve traded the gym for the office, but my mission remains the same: helping you build a financial health plan that’s as resilient as you are.

I specialize in retirement readiness and asset protection. My goal is to make these important conversations feel simple, honest, and tailored to where you are in life.

When I’m not at the office on Maugans Avenue, I’m usually enjoying life right here in the community with my husband, Shawn. Our house is a busy one, shared with our three dogs—Bruno, Buckley, and Baxter. Whether I’m out for a drive in the Bronco or getting lost in a good book, I truly appreciate the pace of life here in the Tri-State area.

I’m licensed to serve our neighbors in Maryland, Pennsylvania, West Virginia, and Virginia. I look forward to meeting you and helping you protect what matters most.

I’m passionate about building lasting relationships and helping you navigate life’s financial challenges with confidence. No matter where you are in your journey, I’m here to listen, guide, and support you every step of the way. Let’s work together to protect what matters most and create a plan that empowers your future.