For over 30 years Don has been helping families and business owners create, protect, and manage wealth. He has a special focus on asset accumulation and retirement income strategies. Since income taxes are a large expense, his goal includes paying special attention to the tax efficiency of his client's overall strategy.
Once in retirement, Don helps his clients focus on the most critical areas to help ensure their protection, accumulation and distribution strategies continue to meet their needs.
Don resides in Cedar Rapids with his wife, Lori. Outside of the office, Don enjoys woodworking, studying history, traveling and family activities.
- Chartered Financial Consultant
- Series 7 & 66
- Life & Health Insurance License
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
- BA, Westmar College
- Masters in Education, University of Northern Iowa