WEALTH ADVISOR

Donald serves as a wealth advisor. He considers clients to be friends and part of the family. Donald is also a registered representative of Raymond James Financial Services and an associate planner for one of our advisory teams, involved in all aspects of financial planning. He strives to make financial planning as much fun as possible and truly enjoys helping people pursue and achieve their goals.

Donald helps clients organize their financial lives, clarify their goals, make informed decisions and stay true to their plan. He provides comprehensive financial planning that incorporates investment, tax, estate, retirement income and preservation planning.

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.