Donald can be reached at:
Email: [email protected]
Direct Line: (480) 482-7119
I like to learn about my client’s lifestyle goals both short and long term then implement and monitor a plan they help create. With 30 years’ experience helping individuals and business owners, we focus on issues of longevity, tax exposure and retirement income stability to help avoid unexpected circumstances.
Birthplace: Alexandria, VA but grew up in Northeast Ohio
Favorite Childhood Memory: Growing up in rural Ohio, we had a blast playing all day in the woods, creeks, and farm fields.
Hobbies: Love to hike and bike desert trails. I also enjoy building furniture from reclaimed materials.
Passion: The game of golf. Not just playing it but, everything around it. I find the history of gold and the evolution and design of equipment amazing. Attending professional golf events is always a highlight for me.
Family Life: I have been married to my wife and best friend Leslie for 30 years plus our dog, Stella.
Favorite Quotes: “Everyday ordinary people do extraordinary things.”