Meet Your Team

Don didn’t mean to, but he fell into his career backwards.

When an injury forced him to retire as a Naval Aviator, he started serving people in a different way: Financially.
 
Along the way, he’s worked as a branch manager, regional sales manager and a management training advisor for industry giants like Merrill Lynch and Morgan Stanley. 

But he’s his happiest as a financial advisor.

The title might be less glamorous, but Don knows the role he plays in his clients’ financial wellbeing carries massive importance.
 

Easy Job. Hard Work. 

Don will tell you his job is easy. Literally everyone—no matter their net worth or the amount of investible assets—could use advice when it comes to making sensible, realistic investment plans.

Don will also tell you his work that goes into creating and managing those investment strategies is complex and carries with it a massive responsibility.

Dialogue Before Doing 

Don’s experience in the armed forces made planning the foundation in his approach.  But before he creates a plan, he listens to what his clients say—intelligently. 

It’s how he can uncover insights about their financial situation to provide his trademark financial counseling based on what they have now—and what they want to happen in the future.  He strives to help create that balance between emotion and strategy as clients maneuver through life’s events.

 

Outside the Office

Don’s a workhorse, so it makes sense he’s also an amateur equestrian.  He owns several (too many) competition level P.R.E. (Andalusian) dressage horses.

He’s happily married to Wendy and the proud father of three (almost) adult children.

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Colleen was taught the value of financial independence at a young age from her father. Now as a financial advisor, Colleen stresses the importance of building a strong financial foundation.

From establishing emergency funds as early as possible to taking advantage of employer-plan matches, she believes in empowering her clients through financial education, providing the tools necessary for all of her clients to feel confident, comfortable and prepared to achieve their aspirations. 

Taking Emotion Out of Money

Every stage of life comes with its own emotional energy, from building assets during working years to the excitement of retiring—even the potential worry surrounding one’s estate. 

Colleen’s calming presence and thoughtful process are fundamental to creating rational plans for where her
clients are in life.

Her completion of the highly accelerated CERTIFIED FINANCIAL PLANNER^TM certification from Temple University informs recommendations that are steady, practical and easy to understand.

Proper Planning Prevents Poor Performance

Deliberate, thorough action has to be delivered for a plan to succeed. Colleen’s dedication to understanding her clients’ situation and goals translates into a plan for the life her clients want to live.

After all, actionable advice comes from accurate information. Colleen’s masterful communication skills ease any intimidation clients might feel, allowing them to open up and talk about their situation without judgement.

Outside the Office

Colleen is a Mountaineer from West Virginia University, where she graduated Summa Cum Laude. She served as her sorority’s President, which she continues to volunteer through the Chi Omega Philadelphia Alumnae Association as the chapter’s Treasurer. She also gives back to her community as a member of Soroptimist International, a women’s organization devoted to providing resources to promote education and social empowerment. 

Colleen enjoys experimenting with different recipes, traveling to new places, and spending time outside running, hiking or golfing. 

California Insurance License Number 4314567  Resident State PA

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