I am committed to being a valued resource and active listener.
As Vice President, Portfolio Manager, Donald serves as a valued resource for individuals, nonprofits, and trusts seeking financial guidance. Placing a premium on listening, he is able to effectively assist in determining and defining clients' goals.
- More than 28 years of experience in financial planning and asset management
- CERTIFIED FINANCIAL PLANNER™ professional
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning