Donald E. Mundy CFP®


Donald (Don) grew up in Fremont, Nebraska where he attended Fremont Senior High and Midland College (now Midland University).  Don served in the US Army and entered the financial services industry in 1972.

He is a graduate of the College for Financial Planning where he earned the Certified Financial Planning designation (CFP).  He is a member of the Omaha Estate Planning Council and the Society of Financial Service Professionals.  He currently serves on the Board of Directors of his church and is past chair of the endowment committee.  He has served on numerous charitable boards over a span of decades.

Don specializes in helping business owners plan and eventually exit their firm on their terms. He also takes great pride in helping families with efficient wealth transfer by integrating personal, financial and estate planning goals, thereby empowering the family while providing added security as well.

Don enjoys reading, travel, the symphony, concerts, drivers who signal their turns before making them, Film Streams/Dundee Theaters, Creighton and Nebraska basketball and Nebraska football.  Additionally, he enjoys lively (but non-shouting) conversations, red wine, good food and most of all his shiny new grandson, Desmond Donald Mundy.

Phone 402-334-6282 ext. 742
Fax 402-334-6999