Donna Zandee learned about the importance of planning and saving from her mother, a career woman who worked in executive management. Although she did not realize it at the time, those lessons would become the foundation for her lifelong career. In finance, Donna worked through numerous mergers and acquisitions until eventually, she was ready for a change. She took on a new role with a trust and investment firm, where she remained for the next 23 years.

At the end of 2021, Donna retired. She could not imagine anything tempting her out of retirement—until she had the opportunity to work with Greenleaf Trust. When she learned the company’s client-focused culture aligned with her own commitment to putting clients’ needs first, she knew it was perfect fit. While Donna loves the peace and serenity of her country home, she is thrilled to be back working with clients, providing guidance and assistance to help them grow, personally as well as financially.

If you are looking for someone to help you reach your goals, consider Greenleaf Trust. You will appreciate our personal touch.

Donna Zandee | Family Office Advisor | 616.888.3210

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