Member Advisors

donald-m-fink

Entered the life insurance business in 1976 and immediately qualified for the Million Dollar Roundtable. In 1980, Don was appointed Assistant General Agent for Nevada’s MassMutual agency and was responsible for recruiting and training the licensed Nevada field force.

Don, formed “Fink and Associates” in 1986 and became a successful estate-planning firm providing qualified and non-qualified retirement plans, disability income protection, business life insurance, with a specific focus on business and family succession planning. He completed his fellowship and achieved his professional designation from the American College of Life Underwriters (LUTCF), in 1993, and has maintained a successful insurance and business career spanning over 40 years, (1976-2016).

donald-m-fink

principle-and-founder

Don has continued to consult with private clients in the areas of estate planning, wealth management and asset preservation and to this day maintains Life & Qualifying membership and Honor Roll status in the Million Dollar Round Table (MDRT).

In 2009 and through June 2010, Don participated in the launch of Institutional Wealth Alliance LLC., a company that provides non-depository platforms for regional / community banks. IWA received the 2009 award from the American Bankers Association for “Innovation in Banking” for its development of compliant non-depository financial platforms.