Our Team

Donica Jean, MBA

Planner Assistant

Donica Jean, MBA

As a Planner Assistant, Donica assists Planner Associates with analysis and preparation for client meetings, updates clients’ financial plans, and contributes to financial planning projects and research.

After first learning about personal finance in secondary school, Donica dedicated her career pursuit to that of the financial planning industry.

Donica currently holds an undergraduate and graduate degree in Business and is pursuing the CFP® designation.

With a firm belief that everyone is entitled to a form of wealth and financial freedom, Donica enjoys serving others through sharing and expanding her knowledge while also working to achieve her familial financial goals.

Donica Jean, MBA

Donica is the wife to an amazing husband, Michael, and mother of two daughters, Victoria Grace, and Michele Joy. While away from work, she enjoys spending time with her family and friends, cooking, and watching football.

TV show: Black-ish
Band/musician: Maverick City Music
Food: Haitian cuisine
Movie: Top Gun: Maverick
Childhood memory: Accompanying my father to his auto repair shop every weekend
Sport: Football
Sports Team: Miami Hurricanes
Athlete: Tua Tagovailoa
Board game: Monopoly
Holiday: Christmas
Charity: H.A.N.A. of Florida (Haitian American Nurses Association)
Dessert:  Crumbl® Cookies
Place to visit: The Bahamas