Our Qualifications

Master of Science Degree in Financial Services, Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, and Chartered Mutual Fund Counselor. He has been a member of the “Top of the Table” – a worldwide organization of financial service professionals for 28 consecutive years. Don is also a member of the National Association of Insurance and Financial Advisors.