Don, who serves as Executive Vice President, designs and implements investment recommendations for both individuals and qualified plans.  Don puts his more than 25 years of financial experience to good use helping our clients achieve their financial goals by selecting and monitoring portfolios to take advantage of opportunities without incurring undue risk.

Don earned a bachelor’s degree from Bradley University, where he studied accounting, economics and finance.  He also graduated from the BAI Graduate School of Banking at the University of Wisconsin at Madison.  He holds an insurance license and is a Registered Representative with M Holdings Securities, Inc.

Prior to joining Cozad, Don served as a bank president and CEO and recently was chairman of the board of directors of another financial institution.