Donna joined Greatmark in 2025 after a 15-year career in Children’s Ministry followed by five years in the financial industry. Donna earned her BA degree in Christian Education from Presbyterian College. Her primary responsibility is managing our Client Services, which includes assisting clients with everything from setting up new accounts, helping clients move money to/from their bank, and taking IRA distributions. She helps provide solutions for our clients and has a passion for investing and helping them reach their goals.  She is a huge asset to us and our clients.  Donna is married with two children and actively involved in children and family ministries at St. Paul Church.

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Some things you might not know about me -

I love being outdoors in the sunshine or sitting on a porch as the rain falls. Growing up I spent my time in a creek or on a tractor with my dad maintaining our family’s plant nursery. Being outdoors brings me both joy and peace. I have served on many mission trips ranging from the foothills of Tennessee to Ukraine. God has given me a passion for serving others.

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Favorite quotes -

“Dum Vivimus Servimus” (“While we live, we serve”) 

Presbyterian College Motto

 

​What I love most about this business -

What I love most about this business is the opportunity to serve clients and their families—not just in meeting their needs today, but in helping them create a thoughtful, lasting plan for the future. There's something incredibly meaningful about being part of that journey—guiding them through decisions that impact not just the present, but future generations. It’s a privilege to build relationships rooted in trust and to play a role in shaping legacies that endure.