Donna, an Atlanta native, holds a Bachelor of Electrical Engineering degree from Georgia Institute of Technology. After working in various engineering roles at AT&T for nine years, Donna became a full-time mother and homeschool teacher until the youngest of her three sons entered high school. Donna began her career with Northwestern Mutual in 2014 and manages the investment operations and financial planning for our team. Donna enjoys spending time with her family and friends, traveling, gardening, reading, and volunteering at her church.

Donna holds the following licenses:

• FINRA Series 7 and 66
• Georgia Life, Accident and Sickness, and Long Term Care Insurance

Cole Forester is a Financial Advisor from Atlanta and joined the profession after running a sales and development business in Florida for 3 years.

He started building his practice in January of 2019 and joined OnPointWealth in January of 2022.

He is married to Kayla and lives in Horseshoe Bend, where they enjoy the community with their friends and family.

Cole was an accomplished wrestler in the state of Georgia and enjoys a range of activities, including rock climbing, board sports, and golf.

He is a volunteer coach at Cambridge High School, and he and his wife are passionate about fighting pornography and sex trafficking.

Cole holds the following licenses and certifications and is qualified to handle all our client’s investment needs:

• Accident, Sickness, & Life License
• Variable products license
• Long-term Care license
• Series 7 General Securities Agent Certification
• Series 66 Uniform Combined State Law Examination
• Certified Long Term Care Designation

James Chao is a seasoned financial planner with a unique background in electrical engineering, holding a degree from Southern Polytechnic State University. He spent 17 years with Vector, where he excelled as a district manager, overseeing sales teams and cultivating leadership skills that would later become invaluable in his financial services career. Six years ago, James transitioned to Northwestern Mutual, driven by a passion for helping families and businesses build their financial futures. Today, he thrives in his role, serving as a trusted advisor and center of influence for clients’ financial planning needs, and he takes pride in forming lasting, impactful relationships.

Outside of work, James enjoys unwinding on the golf course, playing basketball, and managing his own fantasy football team, embracing competition and camaraderie in all areas of his life.

Meghan, an Atlanta native, graduated from Gwinnett Technical College. Meghan began working at Northwestern Mutual in 2018. She enjoys spending time with family and practicing sports with her son. She enjoys art and painting in her free time. Meghan is also on the hospitality committee at her church.

Meghan holds the following licenses and certifications and can help with any insurance related needs:

• Georgia Life
• Accident and Sickness
• Long Term Care insurance license