True Wealth Group Welcomes New Lead Financial Planner and Director of Business Development

‍

We're excited to welcome Don Klotter to True Wealth Group as Lead Financial Planner and Director of Business Development! Don brings over 30 years of experience in investment management and wealth advisory, including leadership roles at EFG Asset Management, Mazama Capital Management, and Managing Director positions spanning Zurich to Portland. He's well known and well connected throughout the Central Oregon community, and he's currently working toward his CFP designation. Outside the office, Don enjoys fishing and travel, having lived in Europe on four separate occasions (13 years total!) and picked up fluent German along the way. We're thrilled to have his global perspective and relationship-first approach on our team, and we can't wait for the community to get to know him.