WEALTH ADVISOR

Donald serves as a Wealth Advisor for one of our advisory teams and is also a registered representative of Raymond James Financial Services. He considers clients to be friends and part of the family and strives to make financial planning as much fun as possible. He truly enjoys helping people pursue and achieve their inspiration.

Donald works closely with clients, helping them clarify their goals, to create a financial plan designed specifically for them.  The plan incorporates tax and investment strategies while creating a roadmap for retirement income.  Estate planning is a must because no one knows what the future holds.  Donald’s goal is for clients to stay true to their plan and achieve their financial inspirations.

Prior to joining the family practice in 2000, Donald was a loan officer and member service representative with CP Federal Credit Union. He earned a Bachelor Degree in Business Management and an Associate Degree in Marketing from Baker College.

Originally from Concord, Michigan, Donald lives in Jackson, Michigan, with his wife, Kelly, and twin daughters, Tenley and Harper. In his free time, he enjoys golf, technology, fitness and spending time with family and friends.