Utilizing the philosophy that investing is an on-going, long term process Don offers a unique perspective to the financial planning services gained from his successful career as a financial advisor, regional sales manager, business development coach and Branch Manager. He partners with his clients to help control emotions as they deal with unpredictable market cycles, planning for risk control, tax efficiency and generational transfer of appreciated assets.
Don graduated with a B.S. from Wesley College in Dover, Delaware. He is FINRA-registered and holds the Series 3, 6, 7, 9, 10, 63 and 66 securities licenses, as well as life, health and long-term care insurance licenses.
He and his wife Lisa make their home in Anderson Township, OH with their two children, Ava and Brody.
Registered States:
AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV