He went on to form successful financial service teams at both Wells Fargo Advisors and Raymond James and Associates. Through his desire to provide his clients with the greatest access to various investment strategies and independent advice, he joined Stone Oak Wealth Management as Managing Director.
Donnie’s main focus is on understanding the needs and objectives of his clients, resulting in the development and implementation of a financial strategy that achieves these goals. This includes wealth preservation, retirement income planning, wealth accumulation strategies and estate planning. Through on-going monitoring and reviewing of the client’s financial plan, incorporating the client’s estate attorney, and tax professional, clients find comfort knowing they are on the right path to achieving their financial objectives.
Hobbies include spending time with his family in the outdoors and supporting his children’s activities.
Education
Bachelor of Science Education Concentration in Math
Baylor University
Master’s of Science Education Administration
Texas A&M Kingsville
Designations
Certified Financial Planner™ Professional
Certified Retirement Counselor
Series 7, 66, 31, 9, 10
Group 1 Insurance License
Community/Hobbies
Reagan HS Diamondbackers Association
Tar Heel Football Parents Association
Baylor Letter Winners Association
Baylor Letterman Association
Mentor to Student Athletes
Baylor Bears in the Workplace Organization
Respite Care of San Antonio Board Member
Mays Familiy YMCA Former Advisory Board Member