She is currently a Trust Administrator with the Country Club Trust Company, N.A. 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 is a member of The Kansas City Estate Planning Society, The Mid America Charitable Gift Planners, and the Kansas City Metropolitan Bar and Jackson County Bar Associations. Her civic memberships include Alpha Kappa Alpha Sorority, Incorporated, Mu Omega Chapter, and The Links Incorporated, Greater Kansas City Chapter. Donna is a 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.”