Don has been a part of the financial services industry for over 35 years. He specializes in providing independent, personal wealth management services to successful people approaching retirement. Don is a FINRA licensed advisor, with his series 7, 63 and 65 exams. He is licensed in 6 states and is a registered investment advisor representative with Securities America Advisor Inc. As an Income Distribution Strategist, he subscribes to a unique time segmented, inflation adjusted strategy called The Income for Life Model™. With improvements in healthcare, diet and exercise habits, Americans are generally living longer and enjoying more active and vibrant retirements. Early retirement has also become more common, resulting in many retirees facing the challenge of outliving their retirement assets. Knowing if you have enough money to retire, and then planning to make that pool of money last as long as you need, is the focus of our Income for Life™ model. It can help answer the key question: ‘Do I have enough retirement assets to last my lifetime?”
In his free time, Don enjoys hiking, traveling and biking with his family. Kelli and Don live in Sioux City, Iowa. Don has three children. He is an Eagle Scout, and a member of the Fellowship of Christian Financial Planners. He has two undergraduate degrees in Business Administration and Psychology, and two graduate degrees in Counseling and Adult and Higher Education. He is thankful for the opportunity to have so many relationships and friendships that he has made over the years since starting the company EFS Group.