Don graduated from the University of Puget Sound with degrees in both Economics and Business Leadership. For over a decade, Don has been working for independent RIAs, conducting equity analysis, market research, and managing model portfolios across varying investment styles and methodologies. Don specializes in risk-managed approaches, and is a firm believer of incorporating downside mitigation in client portfolios. He also has extensive experience building institutional-styled asset allocation models. Don has exposure in other areas outside of portfolio management, including retirement account modeling, trading, relationship management, and client education. At Clarus Wealth Advisors, he is responsible for managing the following portfolios: CAP Portfolio Series, TAA Portfolio Series, Dividend Equity, Equity Leaders, STS Series, and STS Premium Series. Information about any of the portfolios are available upon request.
Don holds a Series 65 securities license and aims to help individuals better understand the investment management space and feel secure with their financial future. Don lives in Denver, CO with his wife, Grace, and is an avid outdoorsman. He enjoys skiing, snowboarding, hiking, and backpacking.