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Company Name - City, State

1991 Crocker Road
Suite 100
Westlake, OH 44145

Call Us: 440-925-3040

Don  Qualters

Don Qualters

Partner, Wealth Advisor

Don currently holds the Series 7, 63 and 65 Registrations as well as the Ohio Life, Health and Variable Annuity Licenses.

With over 18 years of experience in the financial services industry, Don works closely with clients in the areas of retirement planning, wealth accumulation, wealth preservation, college funding, income generation and estate planning strategies. Also, as a member of the Balanced Asset Management Investment Committee, Don is one of the partners responsible for the investment decisions made in the firms’ Active and Traditional Strategies.

Don is a graduate of Miami University in Ohio. He has been married for over 19 years to his beautiful wife, Lynn, and they have three children, Kelsey, Don III and Avery.

In his spare time, Don enjoys spending time with his family and friends, golfing, boating, concerts and attending college football games.