Gordon Haas 6/29/25 Gordon Haas 6/29/25

Behind the Ledger: Navigating Financial Management for High-Net-Worth Individuals

Episode 2 - In this conversation, Gordon Haas interviews Donna Olah-Reiken, the founder and CEO of Preferred Small Business Solutions. Donna shares her journey in providing back-office solutions for small businesses and high-net-worth individuals. The discussion covers the importance of understanding client needs, the onboarding process, leveraging technology and AI, daily money management services, and the challenges of financial conversations. Donna also addresses the complexities of the sandwich generation and the concept of multifamily offices in wealth management.

Wealth Advisor and 
CERTIFIED FINANCIAL PLANNER®

Gordon Haas, CFP®

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