Don Jr. works with pre-retirees and retirees, helping them tackle the issues that are important to their financial well-being.
Don Jr. and his staff are committed to helping their clients have a solid financial future and added confidence to stay the course toward prosperity. As a team, we assist in helping people reach their financial goals. Don Jr. does this by staying current with issues and concerns that can affect his clients most.
His passion for helping others began when he enlisted in the Air Force. After honorably serving, he began his transition into the financial sector. This transition took place over 32 years ago. He is a licensed Investment Advisor Representative and licensed insurance professional. He is the president of Capital Financial Management NC, Inc. as well as Capital Consulting Group NC, Inc. He has also appeared on Money.com and Fortune.com.
On a personal note, Don Jr. and his wife Patti have been married for thirty-two wonderful years. Together they have two sons, Don III and Sam. Sam is currently pursuing his MBA in finance at the University of North Carolina at Charlotte. Don III is a former enlisted Marine and Afghanistan Veteran. He also heads the insurance department at our sister company, Capital Consulting Group NC, Inc. Don Jr. and Patti currently reside in Fuquay-Varina, N.C.
Please feel free to call Don Jr. for a confidential, no-fee consultation. Together, we can help you have a better retirement.
Amanda Magnum has been a valued member of our team for over six years. In addition to heading up our compliance department, Amanda is also a financial advisor who is committed to the financial wellbeing of our clients.
Amanda maintains her North Carolina Insurance License and has been appointed as a North Carolina Notary Public.
Amanda and her husband, Caleb, have one daughter, Hailey, who just turned five, and they currently reside in Fuquay-Varina.
Please feel free to contact Amanda for a no-obligation financial review or with any insurance needs you may have.
Don has been working with his father in the financial industry for most of his life. This sparked his passion for learning and helping others. He strives to constantly educate himself so that he can teach others.
Don took this passion and volunteered for service with the United States Marine Corps. During his service he has had the opportunity to travel extensively throughout the world experiencing many different cultures and people from all walks of life. While in the Marine Corps, Don was deployed to Afghanistan in support of Operation Enduring Freedom.
He has also graduated from Ashford University with honors with a degree in Criminal Justice. He is beginning to pursue his MBA with a concentration in Finance. Don is highly committed to ongoing continuing education as a financial professional.