With over 23 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 firm's Active and Traditional Strategies. Don currently holds the Series 7, 63 and 65 securities licenses as well as the Ohio Life, Health and Variable Annuity licenses.

Don is a graduate of Miami University in Ohio. He has been married for over 24 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, seeing concerts and attending his children's events.