As president and founder of Resource Financial Planning, Don is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Investment Fiduciary®, and an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network®. Don has more than 25 years of experience working with high-net-worth individuals on issues of wealth accumulation, estate preservation, and risk management. Don holds FINRA Series 6, 7, 24, 63, and 65 securities registrations, as well as Colorado life, health, property, and casualty licensure.
A native of Colorado, Don began his financial services career in 1976 in Glenwood Springs. After attending the College for Financial Planning, Don received his CFP® certification in 1992 and founded Resource Financial Planning that year. Don's conviction for providing excellence in customer service, while maintaining independence, led him to affiliate with Commonwealth in 2000. This collaboration has created the ideal environment for offering quality, objective guidance to his clients.
An outdoor enthusiast, Don enjoys skiing, boating, biking, and running, and he is a single-engine aircraft pilot.