Donna leads our Operations Team. From opening accounts, to transferring money and everything in between, Donna gets things done for clients. Need to change an address? Forgot your password? Want a copy of your most recent statement? Call Donna. She’d be delighted to assist you. Donna also follows up on the “Action Items” stemming from our client review process. When in doubt, call Donna and she’ll either take care of you or get you to the right place.
Before joining LPL Financial, Donna worked in the banking industry for more than 6 years. Donna joined us from Midwest BankCentre where she served as a Personal Banker and was the MBC@Work Business Development Manager. Prior to that, Donna worked at National City Bank and Bank of America.
In 2011 Donna met her husband Joe, and they were married in 2013. They have a puppy, Lucy and a cat, Penny. They enthusiastically welcomed to the world their first daughter, Kellyn in 2015. Since then, they've added Joseph and Audrey. Family is the most important thing to Donna and spending time with them is her favorite thing to do. Whether it's swimming in the backyard pool over the summer, cheering on the Nebraska Huskers in the fall or planting the garden in the spring, as long as family is around - life is good!
Getting to know Donna
Favorite food: Pizza
Place Donna would most like to visit: Ireland
What motivates Donna: Her family
Favorite movies:The Goonies, Rudy, and Dances with Wolves
Hidden talents: Painting and sewing