As a Wealth Manager for 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.