Don views his role of Financial Advisor as a “coach” or “coordinator”. As such he makes recommendations and gives direction based on information you provide. His work will often touch on tax, legal and liability issues that are areas he does not practice in. He believes that a collaborative effort with your existing advisors works in your best interest. Don is licensed to work in the areas of financial planning, insurance and investments and holds certain credentials for the areas in which he works. Don implements ideas that are designed to help people PROTECT, ACCUMULATE, UTILIZE and TRANSFER their wealth (assets) in order to help their short and long term goals and objectives. As your advisor, he can create a unique financial plan tailored to help achieve those goals. In addition, He can also provide the insurance and investment solutions needed to implement your plan.

Don’s process begins with asking that you complete a questionnaire; based on this information and your initial discussion, Don will determine if his assistance can help benefit your situation. If so, he will create a letter of understanding outlining how he may assist you with strategies to help you in accomplish your objectives, satisfy your service expectations and define your relationship going forward. Don has perfected his client relationship and implementation process to satisfy his clients service needs and expectations.

About Don

A native of Erie Pennsylvania, Don began his earliest career in manufacturing engineering and management with General Electric. Following this he became part owner and Vice President of a closely held corporation that imported computer controlled machinery. After selling the company in 1988, Don entered the financial service business as an insurance agent.

Throughout his career, Don has had an emphasis on education. He earned the designations of (CLU) Certified Life Underwriter and (ChFC) Chartered Financial Consultant from the American College. He is also a Certified Financial Planner™ practitioner. Don elected to join Gateway Financial Group, Inc in 2003 specializing in retirement, business and estate planning. When he is not busy helping people with their financial planning, Don enjoys hiking, auto racing and classic car restoration and is a past President of the Marlborough Business Association.

Proudly serving Litchfield, Hartford, Tolland, & Windham Counties.

Member of the Connecticut North Advisory Board & Connecticut South Advisory Board with the Connecticut Eldercare Planning Council.