With over 25 years of small business office management experience, Donna Smith is the secret to keeping WealthCare Partners on track and moving forward. Her responsibilities as an Operations Manager include ensuring clients receive their withdrawals in a timely manner and facilitating the preparation and processing of forms. In addition, she coordinates the implementation of the bucket plan, transferring funds between buckets whenever the market or accounts require it.
Donna was born and raised in Indianapolis, attending both Ben Davis High School and IUPUI. She previously worked in the custom home building field.
Brownsburg is where Donna and her husband, John, now call home. When not at work, you can find her spending time with family, taking photos of her adorable grandchildren, sewing, or traveling. She is also an active member at Pleasant Heights Baptist Church and assists with women’s and children’s ministry.
GETTING TO KNOW DONNA
- Favorite food: White Gravy
- Favorite TV show: This Is Us
- Favorite holiday: Christmas
- Something on your bucket list: Visit Grand Canyon
- Place you’d most like to visit: Hawaii