Donnie is a Seattle native, growing up in the Richmond Beach area. Donnie has worked in the Senior financial planning community since the early 1990s. As an expert in retirement income planning and helping seniors “age in place”, the reverse mortgage has come into play as a smart financial tool to consider. Donnie believes in educating people which will put them into a position to make wise financial decisions. This may sound simplistic but in today’s impersonal, pushbutton environment, one size does not fit all and much of the unintended consequences of making such decisions won’t rear their ugly heads until later. While it is possible to work over the phone and through his “phone app”, Donnie prefers to meet face to face until all questions and issues are addressed before moving forward. Speed to respond and treating people like family are his guiding values.