Experience. Independence. Commitment. Planning.
As a Wealth Manager for nearly four decades, Don has managed
money in just about every conceivable market and economic environment. The
families he serves benefit from that level of experience. As an independent
advisor his allegiance is to his clients, not to a company. He strives to be plain
spoken about the potential upsides and downsides of every investment he
recommends. He is committed to helping his clients pursue financial security and
success. The keys are creating and implementing a plan, and monitoring its
progress over time. Don aspires to provide his clients with confidence regarding their investment plans.
On a personal note, Don and his wife, Susan, have two adult children and are
blessed with five grandchildren.