Financial Advisor, OceanPoint Investment Solutions
Don took a non-traditional path to his financial advisory career, which spans 18 years in the New England area. He is a retired Army aviation officer who has successfully commanded in combat, as well as supported the community as a 17-year member of the Rhode Island National Guard.
His career has afforded him broad exposure to designing custom investment solutions for individual, family, and business clients. Don assesses and manages the needs of clients, which includes collaborating with community banking, insurance, tax, and legal professionals to holistically serve his clients. Don particularly enjoys developing long term professional relationships with his clients and their families.
