Don's primary focus at CFS is to help our FRs effectively grow and scale their wealth management business.  Prior to joining CFS, Don worked for the business development team at Guardian and Park Avenue Securities where he assisted financial advisors across the country in growing their businesses and expanding on the product suite available to them and their clients. Before joining Guardian, Don started his career at Vanguard and spent several years at Bank of America Merrill Lynch, where he worked as a financial advisor and a product and practice management specialist. 

Outside of work, Don is married to his beautiful wife, Gina, and they live with their sons, Declan and Torin, in Upper Saddle River, NJ.

Education

• BS, Finance and Entrepreneurial Management, Pennsylvania State University