For the past twenty years, Don has served the benefit needs of client boards of directors and senior management in public, private and tax-exempt organizations. He focuses on the design, funding, implementation, and administration of select executive retirement, retention and performance- incentive plans to attract, retain and reward key talent. A featured speaker at professional associations, Don’s written work has appeared in the Credit Union Times, Western Independent Banker’s Magazine and the Foundation for Enterprise Development, “Ask the Expert” publication.

He earned his BS in finance from Arizona State University, and the CLU and ChFC professional designations. Don resides in San Diego with Melissa, his wife, and two daughters. He’s a board trustee for the Social Advocates for Youth, a golfer, skier and believer in the timeless quote: Nothing in the world can take the place of persistence . . .