71. Meet Donald Stellin of Hightower Great Lakes
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When experiencing economic downturns or just shifts in the market, it’s important to not allow emotions to run your decision making.
In this episode, Tim Scannell introduces listeners to Donald Stellin, a financial advisor for Hightower Great Lakes. Don shares his love for not only helping his clients achieve their financial goals, but also his love of skiing and deep involvement in the sport. Don explains how he tries to keep clients focused on their long-term goals and not allow emotions to influence their investment decisions.
Don discusses:
- How he helps clients articulate and achieve their goals
- What he sees differently in serving clients today compared to when he first started
- The biggest personal finance mistakes he sees people make
- Why he emphasises keeping emotion out of investing
- And more
Connect With Tim Scannell:
- tscannell@scannellwealth.com
- 219-246-5370
- HightowerGreatLakes
- LinkedIn: Tim Scannell
- Twitter: Tim Scannell
Connect With Donald Stellin:
- 231-486-0492
- DStellan@Hightoweradvisors.com
- HightowerGreatLakes
About Our Guest:
Donald Stellin is a Financial Advisor with Hightower Great Lakes. He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans. He enjoys helping individuals, families, and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized financial plan.