Don is a Tax Accountant and Financial Services Professional who has been associated with Marc Wagner in the firm of Wagner Financial Services for more than 15 years.
He has been an Enrolled Agent (Enrolled to Practice before the Internal Revenue Service) since June 2002. He was previously enrolled for more than ten years in the 1970’s and 1980’s. In January 2004 Don completed the Certified Senior Advisor training program and testing and was granted the designation of CSA.
He graduated from Drexel University in 1971 with a BS in Business Administration and majors in accounting and military science. After being commissioned in the US Army Reserves, he graduated from the US Army Finance School in 1972. After serving in the Army Reserves, he was discharged in 1979 with the rank of Captain FI USAR.
While at Drexel, Don interned for three years with a major CPA firm and after graduation was employed by the firm for more than one year. In September 1972, he was recruited by the NJ Medicaid Program to assist in the audit of nursing homes and quickly rose to manager status. While employed by the NJ Medicaid Program, he co-authored the CARE nursing home reimbursement system and was a member of the Medicaid Director’s Advisory Committee.
In 1978, Don was asked to move to the Commissioner’s office within the NJ Department of Human Services and held numerous management level financial positions working extensively with federal entitlement programs. He took an early retirement in 1997 to join Wagner Financial Services.
Don attended Rutgers University and completed the Certified Public Managers Program and was awarded the designation of CPM in November 1986. As an active member of the Association of Government Accountants, while employed by the State of NJ, he met the certification requirements and was awarded the designation of Certified Government Financial Manager (CGFM) in March 1996.
Don is currently insurance licensed and is an Investment Adviser Representative with Commonwealth Financial Network, holding FINRA Series 6 (Investment Company Products/ Variable Contracts Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Investment Advisors Law Exam) registrations. He is a member of the National Society of Enrolled Agents and the Society of Certified Senior Advisors.
Don is married with four adult children and two grand children. In his spare time, he enjoys reading, gardening and is an avid golfer.