With over 25 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. Don currently holds the Series 7, 63 and 65 securities licenses through LPL Financial as well as the Ohio Life, Health and Variable Annuity licenses.
Known for his innovative approach, Don goes beyond conventional financial strategies. He explores creative strategies to address the unique challenges and opportunities that clients may encounter, demonstrating a forward-thinking mindset in financial planning.
Don is a graduate of Miami University in Ohio. He is married 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, attending concerts, attending sporting events and traveling.