Donny has been helping his clients plan for retirement since 2015. Over that time he has developed custom income strategies that have helped his clients retire with financial independence. He has focused primarily on listening to his clients needs and goals and then builds custom plans to accomplish them.
Donny believes that educating his clients through the process of developing the plan is key to a long-lasting business relationship. Holds holds FINRA Series 6, 7, and 66 Securities registrations with LPL Financial, and holds the State of Wisconsin Health and Life Insurance license.