After graduating from law school in 1983, Don started working and advising business owners when he worked for the “Big Eight” accounting firm, Price Waterhouse. He later joined a law firm in Columbus, Ohio that specialized in working with closely held business owners.
Don was instrumental in helping clients protect and plan for their families, the future of their business interests and the transition of the business and the family wealth. Much of the success of the planning was a result of collaborating with clients’ other advisors, often the financial planner and CPA. This included developing and implementing transition strategies and working with the IRS to obtain private letter rulings.
Don inherited his father’s entrepreneurial spirit, and left the practice of law to acquire his own business. He purchased several insurance agencies and later merged those with a larger firm, while continuing to do comprehensive financial planning for business owners.
He joined Lincoln Financial Advisors in 2000, and continues to help successful business owners plan for their future, their family and their legacy. With 35 years of experience and an excellent team, he helps his clients create a financial roadmap distinctive to their vision, by listening and learning what is important to them and who they care about.
Don has been active in numerous civic, philanthropic and professional organizations over his professional career. He has attended many national conferences, including The Institute for Preparing Heirs and the Notre Dame Tax and Estate Planning Institute, all of which discuss ideas to help the successful business owner protect, grow and transition family wealth.
Don and his wife, Sheila, live in Westerville. They have a daughter, Annie, and a son, David. When not working, you may find Don traveling with his family or driving the back roads of Ohio with Sheila.
A 1980 graduate of The Ohio State University, Don received his Bachelor of Science degree in Business Administration.