Don’s tax experience has taught him that it’s not enough just to put the “right” numbers in the “right” boxes in the “right” forms. He’s learned that planning is the key to helping clients pay less.
Those clients have always appreciated how he does more than just record history. They’ve trusted him enough to approach him with questions about investing and financial planning. But he’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, Don found a partner who helps clients like you accomplish their tax & wealth goals. This partner shares his values and uses a proprietary methodology to implement those values into holistic planning: a Taxes First, Then Math® approach.
As a Family Office Director, Don is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan. He relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps him deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
Don has over 30 years of experience in the Financial Service and Insurance Industries where he focused primarily on financial and tax planning.
Don started his career with Merrill Lynch and in 2000 he joined First Florida Insurance where he is currently President of First Florida Financial and Vice President of Tax Advisory Group.
Don attended the University of Hawaii while stationed in Oahu while serving in the military. From there he studied at Flagler College and then completed his insurance studies at Florida College. Don acquired his Registered Financial Planner (RFP) designation in 1991 and earned his series 7 securities in 1999. General Insurance License 2-20, a Florida Health, Life and Annuities License 2-15.
Don and his wife, Mary, live in St Augustine, Florida. While enjoying children and grandchildren close by, he also enjoys fishing, pickleball and kayaking.
