Don has worked with individuals and businesses for over thirty years and he brings a diverse background and broad experience to his clients. Don began his career as a personal trust officer working with individuals and families on estate planning, trust and investment issues. He then worked on individual and business retirement plans handling ERISA issues and investment management. Don has a business background and has held a Series 7 securities license, as well as, real estate and insurance licenses. Over his career Don has helped individuals, families and businesses grow and protect their assets, handling simple to complex personal and business issues.