Don Waite joined Duncan Financial Group in January 2015 and brings over 40 years of business and financial experience to his role. As Director of Financial Wellness Services, he leads a team that develops, presents and implements the Employee Worksite Financial Wellness Program. Don holds Series 6, 7, 63, and 65 licenses and obtained the Chartered Retirement Planning Counselor designation in 2016. He is a licensed Financial Advisor in multiple states including PA, WV, OH, NY, CT, WI and FL, and a licensed Insurance Agent in PA and OH.