For over a decade, Don has helped clients use their wealth to create the lives they envision. Nothing is more gratifying to him than working one-on-one with clients to create plans designed to help improve their lives and fulfill their aspirations. Trustworthy and dependable, Don keeps his clients’ best interests at heart while working diligently on their behalf. In addition to providing clients with clarity and guidance regarding their finances, Don ensures he stays at the forefront of the financial industry, studying the markets and researching investment options that best fit his clients’ needs.
As a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® professional and Chartered Life Underwriter®, Don has taken the steps to develop his extensive financial industry knowledge. By voluntarily completing the CFP Board’s rigorous certification process, he has committed to meeting the board’s continuing education requirements and practicing with higher ethical standards. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach. Additionally, his CLU® designation has endowed him with specialized knowledge of life insurance and estate planning. These credentials, paired with the 12 years he served as an advisor at SunTrust Investments, allow him to provide truly comprehensive financial planning that takes into account every aspect of his clients’ lives – from their families to their businesses.
Originally from Lexington, Kentucky, Don resides in Odessa, Florida, with his wife, Ashley, and their children, Colton and Emersyn. Away from work, Don relishes the opportunity to spend time outdoors, whether scuba diving, fishing, hiking or simply admiring Florida’s natural beauty. Don holds a bachelor’s degree in business management with a minor in communications from Georgetown College, and is a member of the North Tampa Bar Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.