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Don Petricic, CFP®

Managing Partner

Don.jpg

Don Petricic, CFP®

Managing Partner

Philosophy

For me, wealth management is never just about numbers,  it’s about guiding people toward a future of clarity, purpose, and confidence. Every client relationship is built on trust, and every recommendation is made with care, precision, and long-term impact in mind.

Why I Do This Work

For over two decades, I’ve had the privilege of helping families turn their ambitions into meaningful results. Seeing a family’s vision come to life  and knowing I played a part in that journey  is what makes this work deeply rewarding.

Certifications & Background

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • 20+ years of experience in comprehensive wealth planning and investment management

  • B.A. in Business Administration, Washington State University

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