Don Mathias is passionate about helping people live bigger futures. He is redefining wealth planning by aligning actions & goals with values. Since wealth is much more than assets on a balance sheet, getting to a client's core values allows him to not only help enhance the opportunities for a client's lifestyle-today but also focus on tomorrow's legacy. By going through this journey and helping people think deeper, Don forges a distinct personal relationship that helps deliver a plan that truly embodies their hopes, dreams and desires in a way that they did not know was possible.
Don, originally from the Waukesha area, graduated from Cedarville University and after spending a year in Kauai began his path to influencing change in the world of finance. As shown by his designation as a Certified Financial Planner™ Professional, Don has committed himself to being a lifelong learner. A recent addition to the Alliance Wealth Management Milwaukee team, he has a systematic approach to wealth and legacy planning rooted in the belief that an integrated plan is the key to financial independence.
Beyond the office, Don and his wife Larisa enjoy the challenge of managing numerous honey bee colonies. Don has said, "…I'm always amazed how a simple creature has such a complex world. And yet how such a humble creature, which often goes unnoticed, is so critical to the survival of the entire planets food source. It feels good to help impact our local community, and being paid for it in amazing honey is awesome!"
Leaving a lasting impact on the world is also important to both Don and Larisa which is evidenced through their charitable endeavors with Compassion International, New Tribes Mission, The Pacific Garden Mission, The Milwaukee Rescue Mission, and other various charities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.