“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Don’s Role at Marshall Financial
Don came to the financial services industry by a non-traditional route: After studying at the seminary, he earned an MBA with a finance concentration, then worked as a computer programmer, budget analyst, and strategic planner. But his love of working with people proved a strong pull, attracting Don to wealth management.
“My objective was always to be in a position where I could help people financially,” he says. “I like that my role involves working with people on a very personal level.”
As a Senior Wealth Advisor, Don takes the lead in developing strategies that can help each client reach their life aspirations, whether it’s retiring early, supporting a worthy charity, or pursing a life-long passion. As one of our most tenured financial planners, he regularly shares his insights and experience as a mentor to our younger advisors.
Get to Know Don
Don finds it rewarding to provide clients with something they truly value: peace of mind. “Our guidance can help people gain the peace of mind that they’ll be in fine shape, however they define that,” he says. For some, “success” goes beyond building wealth; it means using their resources to create a life of significance. Many seek Don’s advice on how to do that through philanthropic efforts that can make a lasting difference.
Don enjoys wine-making—a tribute to his late father-in-law, who taught him the craft. “I make both red and white wine, starting with grape juice from California, Australia, or South America,” he says. He was even ambitious enough to make the wine for his youngest daughter’s wedding reception, busily pasting on labels the night before. Don is also a long-time cantor at his church, where his wife is an organist and music director. They have three children and four grandchildren.
Experience
With Marshall Financial since 1995
In financial services since 1985
Affiliations – Past & Present
Education
BA, St Pius X Seminary
MBA, Drexel University
Adam Reinert, CFA, CFP®
Chief Investment Officer & COO
Alexander Pimental, CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Elizabeth O’Malley, CFP®
Wealth Advisor
Jeffrey (JP) Dowds CFP®, CPA
Senior Wealth Advisor
Matt McGraw, CFP®
Wealth Advisor
Nicholas Pileggi CFP®
Senior Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Devon Radkins FPQP™
Marketing Associate
Dina Mele FPQP™
Client Care Specialist
Lisa Chamberlin, FPQP™
Client Care Specialist
Michele Hirschmann
Project Associate
Pam Biresch
Client Care Specialist
Teri Windisch
Operations Associate
Adam Reinert, CFA, CFP®
Chief Investment Officer & COO