Donald is a retired Detective from the Los Angeles County Sheriff's Department. He began his career as a Financial Advisor at Merrill Lynch in March 2000. He's a Chartered Financial Consultant, Chartered Retirement Planning Counselor, and Certified Plan Fiduciary Advisor. His practice is focused on comprehensive investment management, insurance services, financial, retirement and wealth planning for individuals, families, business owners and corporate executives, and he provides employer-sponsored retirement plan services. Donald believes the cornerstone of his practice is the development of strong interpersonal relationships and the ability to fully recognize and address the unique needs, values and concerns of each client. As an experienced wealth manager and retired investigator, he's skilled and intuitively gifted in these areas. Donald has a B.A. in Business Administration with concentrations in finance and management from California State University, San Bernardino. He's active in his community as a member of Mesa West Rotary Club.Donald and his wife, Sharon, are business partners. She's a Managing Partner, ChFC®, CLU® and LPL Registered Associate at Copper Canyon Wealth Management. ___________________________________________________ Securities, Investment Advisory and Financial Planning services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info." section above. Insurance products are offered through LPL Financial or its licensed affiliates. Copper Canyon Wealth Management and LPL Financial are independent entities.The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Specialties: • Personalized Investment and Retirement Income Strategies• 401(k), 403(b), 457, TSP Rollover Services• Fee-Based Asset Management and Financial Planning• Retirement, Estate and Business Planning• Employer Sponsored Retirement Plans• Mutual Funds, Individual Stocks and Bonds• Variable and Fixed Annuities• Alternative Investments• Insurance• Trust Services**LPL Financial Planners offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.