Don has been working in the financial services industry since 2001, when he joined Alliance Financial Services and Commonwealth Financial Network® after working 35 years as a corporate systems manager. There, he focused on helping families qualify for need-based financial aid and helping parents shift to retirement planning and goals after their children’s college needs are met. Looking to expand his reach to a broader audience, Don joined forces with Bartholomew & Company in October 2018.
Don specializes in guiding families through the financial process of college planning, working to identify opportunities and ensure affordability for them. He also lectures extensively throughout Eastern Massachusetts, sharing his experience and insights into the financial aid system.
Don holds FINRA Series 6, 63, and 65 securities registrations and is licensed to sell life insurance, annuities, and long-term care insurance. He earned his BS in engineering from Northeastern University and his MBA in management from Syracuse University.
When not meeting with clients or lecturing on the financial aid system, Don can usually be found with his wife, children, and grandchild, or on a river cruise in Europe looking to satisfy his long-term travel goals.
Location: Bedford Office