Don co-founded Intentional Wealth Solutions LLC along with Lisa Jackson and Tiffani Davey in 2019. He has been a CPA for over 26 years and a financial advisor for more than 18 years. Don graduated from Siena College with a bachelor's degree in business administration in 1988. He began his career as a staff accountant in a small CPA firm in upstate New York that specialized in tax and financial planning. Don decided to move to Arizona in 1992 and did so to enjoy the blue skies of Arizona. Once in Arizona he worked for the largest local CPA firm, Toback CPAs, as a tax specialist.
He met his wonderful wife, Julie (also from upstate New York) in 1993 and married her in October of 1994. He is happily married and he and Julie have three wonderful children, Bryce, Boston and Sophie.
Prior to starting his own firm, Whitman Financial, PC, in 1999, he also worked as the Chief Financial Officer of a local bank and as manager of a financial advisory firm that managed in excess of 80 million dollars in assets. He was responsible for the planning and investment management for half the firm's clients and learned the industry from an expert before deciding to start his own firm.
His initial firm, Whitman Financial, PC, was started from nothing and he is very proud of that. He learned many of his values from his grandparents and feels the success of Whitman Financial was the result of treating clients' with utmost respect, serving their needs and working hard to develop relationships. Honesty, integrity and a deeply-rooted concern for clients' well-being are what Don and the entire team strive to provide.
He grew up in a lower middle class environment and witnessed many family members and friends failing to succeed in securing a quality retirement. His motivation is to assist his clients in achieving a satisfying and fruitful retirement. He believes that anything can be accomplished and will assist those who are willing to take the steps necessary to achieve their goals.
Don stays current on tax laws and financial advisory issues and completes over 120 hours of professional education every two years. He is dedicated to his profession and believes continuing education is a high priority in being among the best. In addition to being a CPA, he has passed the FINRA Series 7 & 66 exams and is a licensed Life, Health and Disability insurance representative.
Don is active in the community and enjoys serving the community. He is a proud member of the Rotary Club of Anthem and a board member with We Care in Anthem, a local charity that serves the needs of its community.