Don’s dad worked very hard to provide for his wife and five children, but his dad never sat down with an advisor to put together a retirement plan. After watching his dad and mom struggle through their retirement years, Don decided he wanted to help educate pre-retirees and retirees on how to plan for retirement.
Don started his financial services career in 1987, advising clients on health care and long-term care risks. He enjoys sitting down with clients and learning about their goals, dreams and desires and helping them put together a plan to protect assets and create an income stream for retirement.
Don holds Life, Health and Long-term Care licenses along with being a Registered Representative. He presents workshops on Social Security and retirement planning.
When he’s not working, he volunteers helping with the youth in the community and is active with the youth at his church. He has been married for over 30 years to his beautiful wife, Sue, and has lived in the Tulsa area most of his life. Don has two stepsons, a daughter, and two grandchildren. He is also an Eagle Scout.