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January 2023 by Justin Shoup
Don handles our company retirement benefits. He is always available and very helpful when we need him
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January 2021 by Brown Hanna
Don is a knowledgeable and honest financial advisor. He helps lead us to the right investments and never pushes products that we're not interested in. I highly recommend him to anyone that wants to ensure that their investments are well taken care of.
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January 2017 by Winnie DeWitt
Don takes the time to listen to his clients and find out their long term and short term goals. He is very knowledgeable with the different financial products to help you reach your goals. I highly recommend him to all my friends and family.
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January 2016 by Jay R.
Don helped me set up an inherited IRA and a Roth account, and his service and expertise is outstanding. I would highly recommend visiting with Don to discuss your retirement plans.
