1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
Don joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as a client advisor for high-net-worth individuals for more than 12 years.
In his role as principal and financial advisor for CAPTRUST, Don specializes in client advocacy as a fiduciary, reducing financial planning complexities, and building roadmaps that lead to improved financial results for high-net-worth individuals and families, entrepreneurs, and business owners.
He is a Chartered Financial Analyst (CFA) and a Certified Management Accountant (CMA). He earned his Bachelor of Science degree in business from Auburn University and a Master of Business Administration degree from the University of Alabama at Birmingham.
Don and his wife, Jenny, have four children and are members of Prince of Peace Catholic Church.
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