About
With more than 25 years’ experience in financial services, Don uses a holistic approach to help clients make smart financial decisions, beginning with understanding the client’s current financial position, goals, objectives and needs. As a financial advisor with Wealth Enhancement, he develops strategies for investment management, retirement planning, tax planning, estate planning, risk management and employee benefits.
Don enjoys spending time with his wife, Carolyn, and two sons, Owen and Parker along with other family members and friends.
Education
- BBA, Finance/Computer Applications, University of Notre Dame
Resources from Don Penn
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation