Don brings experience and a reputation for honesty and quality work to every client relationship. He invests time with each client to understand their financial goals and objectives, and to identify the most appropriate and cost-effective investment strategies.
Once those strategies are identified, Don obtains the appropriate investment products to meet his clients' needs quickly, efficiently, and economically through a full range of market and trading channels. He monitors his clients' investment portfolios and the markets at large to recommend adjustments to each client's strategy and keep them moving towards their goals.
Don worked for Smith Barney for 11, and 13 years at Umpqua Investments, before joining Kalyx Capital. He holds Series 7, 63 and 65 licenses, as well as Series 9 and 10 supervisory licenses. Don is also an accredited FINRA arbitrator.
Don attended both Northwest Nazarene College and University of Oregon. He lives in Coos Bay, Oregon and is married with one son. He is active with the Salmon and Trout Enhancement Programs on the South Coast, was Vice-Chairman of the Port of Coos Bay Marine Reserves Working Group, and sat on the board of Kids Fish Free, a nonprofit 501c3 devoted to providing fishing equipment free to area disadvantaged youth.