Donald has been serving wealthy families for over 15 years. In his role as Family Wealth Strategist, Donald is responsible for providing strategic advice to client families on a wide variety of financial topics that impact their lives. In addition, Donald leverages his past experience as an estate planning partner in a national law firm to lead TFO Family Office Partners’ estate planning practice. Donald has also played an integral role in creating and managing TFO Trust Company, and is a member of TFO Family Office Partners’ Operating Committee and Executive Committee.
We have a tremendous opportunity to make a positive impact on the families we serve. That impact can be meaningful – both to our clients and to ourselves.
In many ways TFO chose me. As an estate planning attorney, I had the opportunity to build deep personal relationships with the families I served. As a result, the advice sought by my clients often extended beyond estate planning to a broader range of issues affecting their entire lives. That’s exactly what a family office does – understands and advises on a client’s entire picture.
Being a husband to my wife, Christa, and a father to my children, Elodie, Donald, and Thea, has been and continues to be the greatest influence on my life.
Northern Arizona University
Arizona State University
Sandra Day O’Connor College of Law, J.D.
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