Meet our Team
Since entering the financial services industry in 1995, Don has dedicated himself to providing the finest service to his clients with trust and confidentiality and has earned a reputation for honesty, due diligence, professional advice, service and implementation.
Coupled with the last 15 years in this industry and a prior banking career, Don is able to offer thorough and innovative investment advice. His knowledge of the mutual fund and insurance industry allows Don to have greater objectivity in the implementation of his services. His goal is to provide advice that focuses on Investment, Tax and Portfolio Planning, along with both Estate and Retirement Planning.
The cornerstone of Don’s business philosophy lies in his belief that financial independence can be achieved by anyone who is willing to commit to a financial planning process. He is dedicated to providing clients with the highest level of service to help them achieve their financial goals and desired lifestyle.
During his leisure hours, Don enjoys spending time assisting several not-for-profit organizations with their day-to-day management and finances.
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