Client Development Director
Don Rochleau, CFP®
As client development director, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham’s diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.
Don entered the wealth management field because he was initially motivated to find a way to simplify overly complicated programs, investments and offerings to help ensure each client’s plan is in line with their intentions. He enjoys the satisfaction that comes from working with individuals and families to address some of their greatest concerns and have a positive impact in their lives.
The most rewarding part of Don’s day at Buckingham Strategic Wealth is getting to know prospective clients. With each client comes unique circumstances, and Don finds it exciting to delve into the details and work collaboratively with advisors to develop creative solutions that can help clients realize their goals. He enjoys working with people who share the same vision of doing what’s best for clients.
Previously, Don worked as a vice president and wealth management advisor for the Private Client Reserve of U.S. Bank, as well as vice president of operations for NA Buffen Co. He earned a bachelor’s degree from Lindenwood University. Don also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Outside of work, Don spends time with his three children. When his weekends aren’t filled with his kids’ sports and education events, Don enjoys cycling and playing golf.