Client Services Assistant
Bachelor of Business Administration in Accounting from Marywood University
A man of few words, and a mind for order and detail, Don cuts straight to the issue at hand to deal with any requests or issues our clients are facing in a timely manner. Don’s most important responsibilities include: preparing client reviews, researching details of accounts, policies and contracts which enable the advisors to help our clients make sound financial decisions. Don is also an integral part of creating and maintaining the office infrastructure, technology and workflows.
Don grew up and resides in the rural Northeastern PA area. He was raised with a family that had a strong sense of community. His grandfather served as a Township Supervisor for many years and his father was a local Tax Collector as well as a Boy Scout leader. Don is an Eagle Scout, he played the trumpet in his high school band and was an active member of 4-H, raising and showing pigs from a young age. He still enjoys raising pigs, fishing, and spoiling his nieces.