MBA, CFA®, CFP®, CPA
After a successful career at Northern Trust Company, Don utilized his knowledge and experience to start D3 Financial Counselors in 1997. Don pursued this career change so that he could help individuals rather than institutions. The focus of D3 is to help people achieve their goals through financial planning and risk-controlled investment management in order to maximize after tax wealth. Don serves clients by providing Integrity, Trust, Wisdom and Confidence. Don develops strategies to help highly taxed individuals and business owners organize, prioritize, and optimize their personal financial goals.