PROFESSIONAL PROFILE
Don specializes in retirement planning. Don follows a disciplined process, to deliver a customized strategy, to help customers reach their retirement goals. Before making any financial decisions, he takes the time to get to know each individual customer and what matters most to you. With the intimate knowledge about your values he is able to help you establish objectives and develop an appropriate strategy that utilizes the considerable depth of resources available at Merrill Lynch.
Don is able to provide a wide array of financial services including, customized investment strategies, college planning, estate planning and wealth management.
Don is committed to conducting regular reviews with you to help monitor your progress towards your goals and keep your strategies consistent with any changes that may take place in your life.
Don has been a Financial advisor for six years, joining Merrill Lynch in 2005. Don has earned his Chartered Retirement Planning Counselor (CRPC®) certification. He is a graduate of Southern Illinois University. Don and his wife Martha have 5 children and reside in Mahomet, Illinois.
Megan Kelly, Client Associate handles account administration and client relations.