Community Institutes at Roberts

Don has over thirty years of experience building and managing a boutique investment firm in upstate New York that he founded in 1988. A CFP® Professional with a degree in counseling and post graduate training as a portfolio asset allocation specialist, Don fuses professional portfolio strategy with investor psychology and behavior to provide a well-informed perspective on our role as Christian steward-investors. With nearly a quarter billion dollars of assets under management, his firm consistently ranks among the top 1% of financial advisor practices in the United States.