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Don joined the McCrate, DeLaet & Co in 1978 as an accounting and auditing partner and today is also a wealth management advisor. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. He passed the FINRA Series 7 and 66 exams, as well as the Ohio Life & Health Insurance exam. Don specializes in personal financial planning, construction industry, non-profit organizations, technology applications, employee benefit plans, and accounting and auditing standards. He received his Bachelor of Arts in accounting and finance in 1978 from Miami University of Ohio. In previous years, Don served as the treasurer and director of the Sidney/Shelby County Chamber of Commerce, president of the Sidney/Shelby County YMCA and president and trustee of Wilson Memorial Hospital. Don looks at his role toward his clients as one of a counselor who provides guidance on financial and tax matters, and he works with his clients to help them achieve financial independence, offering them an improved process of planning for life’s critical financial events. Don lives in Sidney with his wife, Bev; their three children, Lauren, Ryan and Christian; and their dog and two cats. He enjoys cycling, playing racquetball, golfing and snow skiing.