Donny delivers a highly personalized planning and asset management service to individuals, families and small businesses. His practice focuses on retirement income planning, investment strategies, tax savings and asset protection. With over 15 years of industry experience, Donny has proven his value to his many clients.
His process is simple and no-nonsense. The focus is placed on clarifying objectives and developing strategies designed to meet each goal. Consistent follow-up ensures clients stay on track. As an independent practitioner, Donny is positioned to provide financial advice free from obligation to any single product or strategy.
Honors & Awards
2007 “Breaking the Barrier” Award Recipient – Woodbury Financial Services, Inc.
Eagle Circle Award Recipient – Woodbury Financial Services, Inc.
Education & Background
Carries the designation of ChFC
Series 7, 65, 6, 63 & 24 Securities Registrations
BS with major in Accounting
Donny is married with four children. Bradley age 29, Mandy age 23, Donny III age 20 and Clint age 14. He enjoys people and the great city of New Orleans. Hobbies include golf and officiating high school basketball.