Donna is in charge of all things relating to operations. She handles opening accounts, transferring money, and everything in between! Need to change an address? Forgot your password? Want a copy of your most recent statement? You name it, Donna gets things done for our clients and is delighted to be of assistance. Donna also follows up on any action items stemming from our client review process. When in doubt, call Donna and she’ll either take care of you or point you in the right direction.
Donna has worked in the finance industry for over 10 years. Before joining LPL Financial, she worked for 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 married in 2013. They enthusiastically welcomed to the world their first daughter, Kellyn, in 2015. Since then, they've added Joseph and Audrey to the family. 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!
Donna also enjoys volunteering for causes and organizations that are near and dear to her. In her free time, she volunteers at her church, her kid's school, and with Juvenile Arthritis Research.
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