Don has been an integral part of the Keeney Financial Group team for nearly two decades. As a Wealth Advisor, Don has developed a niche in guiding clients who are transitioning from their earning years into the distribution phase of life. Don has helped shape the firm’s resources and processes to support these pivotal conversations, as he understands there are no “do-overs” at retirement.
Don’s caring nature is evidenced in his close relationship with clients and his strong commitment to family. Don and his wife, Cheryl, have been married since 1995 and enjoy spending time with their four grandchildren, Vincent, Noelle, Hayden and Kaitlyn. Don is actively involved with youth recreational sports and various community initiatives. During his free time, he enjoys boating, fishing, traveling and spending weekends with friends and family at the beach.
Don has a Bachelor of Science in Business Administration from the University of Baltimore and holds the designation of Certified Income Specialist™ (CIS™). In addition, he also holds FINRA Series 6, 63, 65, 7 and 24 registrations.
Describe something unique about your professional background or investment outlook.
“I began my professional career in the banking industry and developed a conservative approach towards saving and investing that I feel is timeless; ‘Discipline over time is often rewarded.'”
What extra lengths do you go that help your clients live well?
“You cannot successfully help someone if you don’t know them! The long-term relationships we enjoy with clients are the result of years of listening and learning. The trust that develops over time provides an important backdrop to how clients interpret the inevitable stress that can come with investing.”
What is the foundation of your effective long-term investment strategies?
“Communication and simplification. For an investment strategy to work it has to be mutually understood. I help clients understand the principles of asset allocation and modern portfolio theory, which are the foundation for our portfolios. It is also important that they are versed in the underlying investments. Investing does not have to be complicated, just explained in a manner we can all understand. We make it a priority to support our strategies with an uncompromising and consistent level of service that exceeds expectations.”
How do you see the importance of bringing technology, research and financial analysis into play for each client?
“Our ability to adopt and deploy best-in-class technologies has a huge impact on clients. High-level reporting allows us to showcase the value of our research and analysis in a consolidated format that’s easy to understand but also comprehensive in nature. I have a strong sense of pride when I compare our deliverables to those of what most consumers would view as our ‘large’ competitors.”