CONTACT ME FOR:
- Client Profile updates (address, phone, email change)
- Beneficiary Updates
- Client Access website enrollment assistance
- Document requests (Account and Tax Statements)
Donna has been a part of our Caliber Wealth Management team since March 2018. She is your first contact when visiting the office, providing a warm and welcoming environment for all our clients. Also, Donna is responsible for daily operations and administrative tasks to help support the office staff and our advisors.
Donna has spent most of her career in human resources, which has given her the passion for building relationships with clients and serving others. She has an associate’s degree from the University of Missouri.
After raising her two boys in Lee’s Summit, Missouri, Donna now lives in Overland Park, Kansas, with her Shih Tzu, Lexie. When not in the office, she enjoys interior design, the Kansas City Chiefs and Royals, and the fine art of dining out.