Donald is a Senior Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, providing comprehensive financial planning and investment management to individuals and families. Donald began his career in personal financial planning after a distinguished twenty-year career in the U.S. Air Force. His professional experience includes roles as a personal financial advisor with CUNA Mutual Life Insurance Company and American Express Financial Advisors. Donald later joined The Family Firm, which Beacon Pointe acquired in 2025, where he specialized in holistic wealth planning. Donald is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and is a Certified Private Wealth Advisor® (CPWA®). He holds a Bachelor of Science degree in Business Management with honors from Hampton University in Virginia.