Donna serves as a Senior Account Executive at Apex. She brings a passion for building strong trust-based relationships with clients. Donna is committed to creating positive customer experiences that align with clearly defined employee benefit goals and objectives. Donna collaborates with the broader Apex team to deliver financial plan performance, budget projections, competitive plan design and wellness solutions. She leads the establishment and execution of client goals throughout the service cycle by managing communication, solution placement and carrier partner relationships.

Donna has over 25 years of professional experience in group benefits. Prior to joining Apex Benefits, Donna spent over 15 years with a national insurance brokerage in various leadership and account management roles. She recently managed a book of self-funded accounts with a Regional TPA focusing on reference-based reimbursement and pharmacy benefit plan design solutions. Donna earned her Group Benefits Associate (GBA) with the International Foundation of Employee Benefit Plans in 2012, has held a KY Life and Health License since 2006 (Non-Resident Ohio and Indiana). Additionally, she became a Certified Pharmacy Benefits Specialist in 2019.

Outside of work, Donna enjoys spending time with her son, grandkids, siblings and friends. She loves being outdoors and vacationing at the beach. Donna is enthusiastic about staying healthy and moving — engaging in challenging workouts, riding her bike, walking and baking. Donna is committed to connecting and giving back to her community. She frequently enjoys local sporting events and live music with friends, and serves on the board of The Point/Arc of Northern Kentucky, a non-profit serving individuals with intellectual and developmental differences.