Don’s Vision Statement:

• To help clients be good stewards over money and possessions.
• Purpose Statement
• To glorify God by serving His People
• Mission Statement
• To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Experience

• Don has over 25 years of experience in the financial services industry.
• Staff auditor for the accounting firm of KMPG Peat Marwick.
• First ever Controller for the law firm of Akerman (a top 100 US law firm)
• Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
• Registered Representative, 1995 –
• Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.
• Member American Institute of Certified Public Accountants
  City of Winter Springs, FL
  o Bicycle/Pedestrian Advisory Committee (2013 – 2014)
• Treasurer, MulliganLife – a Florida non-profit ministry (2011)
• Chairman, True North Foundation (2009-10)
• Board of directors for the Oviedo Chamber of Commerce (1993)
• Board of directors for the Maitland Chamber of Commerce (1995)
• Treasurer, Inverness Golf & Country Club 2020

Awards, Honors, and Achievements

• Presidential Award of Appreciation from the Orlando Jaycees (1988)
• Mutual of New York (MONY):
  o New Associate of the Year (The MONY Group, Orlando-1996)
• Million Dollar Round Table
  o Court of the Table (2005)
  o Top of the Table (2006)
• FIVE STAR Wealth Manager (2011)

Education, Certificates

• Drake University B.S.B.A (Accounting-1981)
• Post Baccalaureate studies at Harvard University (2003-09)
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Accredited Tax Planning Specialist (1996)

Services

• Serving client in multiple states for over 35 years in areas such as:
• Business Coaching / Financial & Business Planning / Executive Planning Services

The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/
1-800-344-1272

• Host
• Recent Episodes

Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Shawn Mercer Founder of Mercer Financial Group Discussing Market Volatility & Sequence-of-Returns Risk - January 22, 2026
• Interview with Shawn Mercer Founder of Mercer Financial Group Discussing Inflation & Rising Living Costs - January 22, 2026
• Interview with Randy Hux, Founder and President of Hux Capital Management Discussing Overcoming Financial Fears with Knowledge and Strategy - January 18, 2026