Meet The Team

Don has served in the financial services industry since 2007 and holds the designation of Chartered Retirement Planning Counselor™.  Prior to joining our firm, Don has helped clients better their financial situations at Fidelity Investments, Waddell & Reed, and TD Ameritrade. He has a passion for developing lasting relationships with individuals and families. He believes strongly in the value of constructing comprehensive financial plans to safeguard the things most important to his clients. He holds a Bachelor of Science degree in Business Administration from the University of Nebraska – Lincoln.

FAVORITE SPORTS TEAM: Nebraska Cornhuskers (GO BIG RED!)

FUN FACT:  Don loves to golf and enjoys bringing the kids along to ride in the cart.

Jess is Don's wife, and is a licensed Investment Advisor Representative, as well as an Attorney.  She obtained her law degree from Creighton University School of Law in 2011, graduating magna cum laude, with a Certificate of Concentration in Business Law. She practiced law with a private practice law firm in Omaha and then moved in-house as an attorney with Union Pacific Railroad.  After Jess and Don had their second daughter, they decided that Jess would stay home to raise their young family.  Jess and Don now have three little girls, Claire, Evie, and Audrey. 

Jess and Don always wanted to work together as a team to help clients, building relationships and offering the best range of service possible.  Now that their youngest daughter is attending pre-K, Jess and Don are fulfilling their dream of working together, alongside Jeff and Corri. 

FAVORITE SPORTS TEAM: Creighton Bluejays

FUN FACT: Jess loves to run and she plans participate in many of Northern Florida's road races.