She is currently a Relationship & Trust Officer with Chinquapin Trust Company, in Kansas City, Missouri. In her role as a Trust Administrator, she oversees the day-to-day administration and operation of various trusts, estates, charitable entities, individual retirement accounts (IRAs), and investment management accounts.
In 2017, Donna opened The Legacy Experience, LLC, a consulting firm that provides estate planning resources to the community. Donna counsels individuals to participate in estate planning regardless of income or wealth.
Donna serves as a First-Year Director for the Estate Planning Society of Kansas City, Board Member and Treasurer of St. Teresa’s Academy, Kansas City, Missouri, and Supervisory Board Member of Holy Rosary Credit Union, Kansas City, Missouri. Her civic memberships include membership in Alpha Kappa Alpha Sorority, Incorporated, Mu Omega Chapter, and The Links Incorporated, Greater Kansas City (MO) Chapter. Donna is an active member of St. James United Methodist Church, Kansas City, Missouri.
Mission – “I have the daily responsibility and privilege of helping individuals with the management and distribution of their financial resources.”