Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money. We believe in making tax-aware decisions — because the only number that matters is “net of taxes.”
Our goal is to help you identify and maximize every tax advantage allowed by law.
Planning with an eye for the future
Quantifying tax consequences of every decision
Because April 15th is too late
Donald started his career in financial services in 1999. Prior to joining WealthSource, since July of 2021, Donald served as an Investment Portfolio Manager of Heritage Advisors, LLC where he assisted business owners and their families with investment decisions. During his career, Donald has had exposure to multiple areas of finance, including commercial banking, international equity sales, futures trading, financial advising, and portfolio management.
Donald holds a Bachelor of Arts degree with a double major in Economics and Japanese from Bucknell University and a Master of Business Administration degree from the University of Michigan-Ann Arbor. He is passionate about social involvement and believes in investing time in the community around him.
A world traveler and an explorer of different cultures, Donald enjoys hockey, hiking, golf, and spending time with his family.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.