A founding member of EverSource Wealth Advisors, Don is also one of the founders of BMSS, LLC, a top-200 CPA firm in the US.
Don’s interest in wealth management developed over many years as he and his CPA firm partners began to see their business clients sell their businesses and gain large amounts of wealth. BMSS found that these clients needed help navigating the financial services industry. Don wanted to build a business that matched the fiduciary quality and reputation for truth and excellence he had built at the CPA firm.
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