Lippencott Financial Group
Don has over three decades of experience in the insurance, estate planning and financial services business. Since 1997, he has been a Member Agent of the Nautilus Group®, a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing member agents. Don also is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice to his clients.
Don has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table*, the National Quality Award, and the 2009, 2011, 2012, 2013, 2015 and 2016 Agent of the Year of the New York Life Long Island General Office. He is a recognized leader within the Suffolk Country professional financial services community and is a member of the Suffolk County Life Underwriters Association, the National Association of Life Underwriters, and former First Vice President of New York Life’s North East Agencies four times and the 2017 Council Vice President. Don attended Gordon College in Wenham, MA, and Stonybrook University in New York. He holds a Master of Science degree in Financial Services from the American College, Bryn Mawr, Pennsylvania. He currently serves on the board of NYLARC, NYLIFE’s agent owned reinsurance company, the Mather Hospital Foundation Board and the Board of Theater Three in Port Jefferson. He is also a former Board member of the Nautilus Group.