Broker Check



When choosing a financial advisor, it is important to make sure they have extensive experience, knowledge and education. Don has completed extensive training and education, thereby providing our clients with a valued, qualified financial advisor.

  • Bachelor of Science — Montana State University
  • Master of Science — University of Arizona
  • Master of Science — College for Financial Planning
  • CERTIFIED FINANCIAL PLANNERTM — (CFP®) College for Financial Planning
  • Master Planner Advanced Studies — (MPASSM) College for Financial Planning


Since 1980, we have been helping our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation.


As your valued financial consultant, Don’s aim is to manage your wealth using a holistic approach. When creating a financial plan, Don considers all aspects of his clients’ lives.

Whatever your present circumstances and future needs, we can help you confidently pursue financial independence.