Developing and maintaining highly personal relationships is the foundation of Donna’s excellent service and support. As the Financial Services Coordinator for Executive Wealth Managers Youree McBride, CFP®, and Trammell Cooper, CFP®, CTFA, Donna combines her driven personality and vast executive administrative background to enhance the client experience.
An accomplished professional, Donna’s extensive background includes supporting C-level executives, event planning, facilities management, and human resources.
Prior to joining Genesis Wealth Management, Donna’s ingenuity and efficacy enabled four successful mergers and acquisitions, earning the appreciation of all those she supported.
Donna spends personal time with family and friends and enjoys reading, dining out, beach experiences and Texas Hill Country excursions. Donna is the proud parent of one son and two amazing grandkids. She originates from Mississippi, but having spent numerous years in Texas, considers it home.