Don has been a Financial Planner for over 30 years. He was a Founding Partner at Planning Solutions Group which was a 35-person firm.
Planning Solutions Group merged with Wealth Enhancement Group. Don joined Oceanside Financial Strategies in August of 2021. His practice focuses on business owner planning relating to succession and third-party sales. He also assists professionals in the areas of wealth management, qualified plan/IRA analysis, and estate planning. He is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and upholds the Fiduciary Code of Ethics.
Don has taught finance courses at Christopher Newport University (CNU), Regent University, and Montgomery College. He currently provides financial education through the Virginia Beach Public School Adult Learning Center on retirement planning. He has previously spoken at physician seminars at John Hopkins University, stock option seminars at George Mason University, and estate planning seminars at University of Richmond.
Don has addressed many trade associations. At the National Association of Automotive Dealers (NADA), he was a seven year guest instructor at the Dealer Academy on Dealership Succession Planning. He is a graduate of Elizabethtown College, is married with two grown children and lives in Virginia Beach.