Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Don is a Wealth Management Advisor in the Wayzata, MN office. He holds the CFP® certification as awarded by the Certified Financial Planner Board of Standards, Inc.
Don is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Don has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend strategies, and review the progress we are making together toward reaching those goals and objectives. With Don, clients can expect to receive personalized advice and access to the investment services required by sophisticated investors. Don meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.
Don is a graduate of North Dakota State University and Minnesota State University Moorhead. He has been in the financial services industry with Merrill since 1985. Prior to joining Merrill Don practiced for 5 years as a tax CPA at a regional CPA firm.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Moorhead State University
North Dakota State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.