Coming from an entrepreneurial background, Donny enjoys learning the stories of successful business owners while assisting them with the many planning issues they face during the lifecycle of their business. In addition, Donny works closely with families as they think about their finances to address both their short and long-term needs and aspirations. He prides himself on evaluating his clients' needs, listening to their goals, and working with them to create a meaningful strategy that generates a worry-free retirement while still leaving a legacy for those they love the most.
Donny resides in Marshfield, Wisconsin, with his wife and their three children. In his spare time, Donny enjoys spending time with his family and golfing.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies