AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As Operations Manager, Don will be responsible for managing the facilities in both our Hunt Valley, MD and Newark, DE locations, oversee new business processing, manage finances and budgets, as well as, help with human resource functions during the on-boarding process.
Don started his career as an adviser, and went on to serve in controls and operations. He comes to AspireWealth with over 22 years of industry experience. Prior to joining AspireWealth Planners, Don worked as Practice Manager at Metropolis Wealth advisers where he helped manage the practice of 5 advisers. Don also served as Assistant Operations Manager at MetLife where he reviewed both incoming and outgoing correspondence, helped submit new business inquiries, processed checks, and completed annual compliance reviews for local advisers. Don holds his Series 6, 7, 66, and 24.
Don currently resides in Sparks, MD with his wife, Julie, and two children, Matthew (13), and Charlie (6). During this time away from work, Don enjoys spending time with his family and friends, volunteering with the Autism Society of Baltimore County, and playing tennis.