An LPL Investment Advisor Representative with Financial Industry Regulatory Authority securities licenses Series 7 and 66 held through LPL Financial and a licensed Agent in life, health, disability and long-term care insurance.
Donald is a Managing Partner, Chartered Financial Consultant, Chartered Retirement Planning Counselor, and LPL Financial Planner. He entered the financial services industry in March 2000 as a Merrill Lynch Financial Advisor and has focused his services on consulting with and implementing comprehensive investment, insurance, retirement and estate planning strategies for individuals and families. He also provides services to business owners and corporate executives in the areas of business insurance and corporate retirement plans.
Donald works in partnership with his wife, Sharon, a Managing Partner, Chartered Financial Consultant, Chartered Life Underwriter and LPL Registered Principal. Copper Canyon Wealth Management is an independent investment, insurance and wealth planning firm providing a holistic approach to planning, objective advice, and an unbiased delivery of products, services and strategies from an unconstrained world of investment and insurance providers. They are partnered with LPL Financial, the nation’s largest independent broker-dealer* and LPL Insurance Associates, Inc.
Donald believes the cornerstone of the wealth management industry is the development of strong interpersonal relationships and the financial professionals’ ability to fully understand the needs, values and concerns of their clients. He is a retired and decorated Narcotics Detective from the Los Angeles County Sheriff’s Department. He was medically retired in 1996, resulting from on-duty cervical spine injuries. During his fourteen year career, he worked patrol at the Lennox (South Los Angeles), West Hollywood and Lancaster substations. He also served as a Field Training Officer, Gang Investigator, Narcotics Detective and was assigned as a member of the Sheriff's Marijuana Enforcement Team and Tactical Response Force. As a Narcotics Detective, he worked and trained with elite military teams and Federal law enforcement agencies.
Donald received dozens of commendations from the Sheriff’s Department for his investigative skills as well as awards, certificates and commendations from the Los Angeles County Board of Supervisors, the Los Angeles County District Attorney’s Office, the Federal Bureau of Investigation and the California State Treasurer. He holds an Advanced Certificate from the California Peace Officer’s Standards and Training. He is also a recipient of the Los Angeles County Sheriff’s Department’s highest honor, the Medal of Valor. He received this award for his heroic actions in the rescue of his partner who had become trapped during a narcotics search warrant and ensuing gun battle with two armed suspects.
During his tenure at Merrill Lynch, Donald completed a Merrill Lynch financial management certification program and was recognized for his successful management of mortgage liabilities and business financial services. In the fall of 2005, while employed as a Financial Advisor at Smith Barney, Donald culminated a rigorous period of study and comprehensive examinations in achieving two advanced certifications. In October, he completed Smith Barney’s advanced financial planning program and in November, he completed a 12-month program through the College for Financial Planning and was awarded the Chartered Retirement Planning Counselor designation. In May 2009, while employed as a MetLife Financial Advisor, he completed MetLife's advanced financial planning program. In May 2021, Donald completed The American College of Financial Services advanced financial planning curriculum and was awarded the Chartered Financial Consultant designation.
Donald has a B.A. in Business Administration with concentrations in finance and management from California State University, San Bernardino. He graduated with honors and was inducted into The Honor Society for Collegiate Schools of Business, Beta Gamma Sigma and the Honor Society of Phi Kappa Phi, recognizing those students graduating in the top 10% of their class.
Donald and Sharon have four adult children and have lived in the Phoenix area since February 2008. Donald maintains his physical fitness through a weekly regimen of weight and cardiovascular workouts.
* As reported by Financial Planning magazine June 1996-2022, based on total revenue. Copper Canyon Wealth Management and LPL Financial are independent entities. Securities, Investment Advisory Services and Financial Planning are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPChttp://www.lpl.com Life, Health, Disability and Long-Term Care insurance products offered through LPL Insurance Associates, Inc.