After seventeen years in public and corporate accounting, Don began his financial advisory
career in 2004 with a mission to help people to be effective stewards of their financial
resources. That requires thoughtful planning and effective implementation of strategies to
achieve financial objectives.
Don works in partnership with clients to develop financial plans consistent with their values,
priorities, and unique circumstances. Areas of focus include investment management,
retirement income planning and estate planning, as well as life, disability and long-term care
solutions.
Don has deep roots in the Charlotte community. He married his high school sweetheart, with
whom he raised two children, and all four in the Irwin family graduated from East Mecklenburg
High School and UNC Chapel Hill.