Founder: Structure Wealth Management
For over a decade, Don has helped clients use their wealth to create the lives they envision. Nothing is more gratifying to him than working one-on-one with clients to create plans designed to help improve their lives and fulfill their aspirations. Trustworthy and dependable, Don keeps his clients’ best interests at heart while working diligently on their behalf. In addition to providing clients with clarity and guidance regarding their finances, Don ensures he stays at the forefront of the financial industry, studying the markets and researching investment options that best fit his clients’ needs.
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter®, Don has taken the steps to develop his extensive financial industry knowledge. By voluntarily completing the CFP Board’s rigorous certification process, he has committed to meeting the board’s continuing education requirements and practicing with higher ethical standards. Additionally, his CLU® designation has endowed him with specialized knowledge of life insurance and estate planning. These credentials, paired with the 12 years he served as an advisor at SunTrust Investments, allow him to provide truly comprehensive financial planning that takes into account every aspect of his clients’ lives – from their families to their businesses.
Originally from Lexington, Kentucky, Don resides in Odessa, Florida, with his wife, Ashley, and their children, Colton and Emersyn. Away from work, Don relishes the opportunity to spend time outdoors, whether scuba diving, fishing, hiking or simply admiring Florida’s natural beauty. Don holds a bachelor’s degree in business management with a minor in communications from Georgetown College, and is a member of the North Tampa Bar Association.
Words I Live By
Drive, Integrity, Perseverance
You Should Know…
I consider myself very fortunate to have the opportunity to meet and learn from people from all walks of life while assisting them in achieving their financial goals and dreams. Everyday, I embrace the challenges that clients face and work diligently to provide the solutions necessary in improving the financial well-being of individuals, families and businesses. Having the opportunity to play a crucial role in the planning process is most gratifying.
My Literary Love
Sapiens: A Brief History of Humankind by Yuval Noah Harari
The Best Getaway
My One Seven Reason
A bank Financial Advisor wears many hats as we all know. In order to improve my effectiveness and service as an financial planner, I am required to have the resources and time available so I can focus on the complex particulars of individual needs. One Seven and Raymond James have provided a business model which will improve the overall client experience. It is my goal to focus entirely on the financial planning process and as a result will only improve my effectiveness and services as your trusted Financial Advisor.