Don is a Managing Partner who works with executives, entrepreneurs and multi-generational families. Whether his clients are busy running businesses, spending time with their families or pursuing their retirement dreams, Don believes they deserve the assurance that their financial details are being expertly managed. He brings unique insight into clients’ real estate holdings as he currently oversees direct real estate owned and managed by Cornerstone and its principals. Don goes into great detail learning about his clients’ families and businesses. This often involves reviewing assets obtained outside of Cornerstone, namely insurance policies and annuities. Don helps clients understand the