Donald E. Nelson, CIMA^®

With three decades in the financial services industry, I have had the privilege of managing relationships with our larger clients and guiding our team in setting the direction for portfolio decisions and marketing. I find great fulfillment in a career where current events play a significant role, allowing me to continuously learn about people and how they achieve financial success. My passion for history and its impact on our financial landscape fuels my commitment to helping clients navigate their financial decisions.

My journey into financial services began with a book I read many years ago, "What Color is Your Parachute?" It helped me discover my calling and led me to a career where I could assist clients in adapting to changes and finding complex solutions that suit their needs.

I grew up in the small town of Wapella, Illinois, with just 500 residents. My parents were wonderful role models, always there to help others, and they instilled in me the value of hard work and achieving goals. My first wife, Clare, who passed away from pancreatic cancer nine years ago, was a significant influence on my life. Last year, I remarried Jill, and I am grateful to have someone special in my life again. My family means the world to me, and we are very close, often traveling together.

Outside of work, I enjoy spending time with family and friends, playing golf, and finding ways to help others. My involvement with St. Michael Catholic Church, the Yes We CAN Foundation (started in Clare's honor), and Outreach Community Ministries allows me to live my faith and support young people and those striving to get ahead.