Interview with Don Purcell, CPA, Certified Kingdom Advisor with Clarity Business Coaching Discussing

Don’s Vision Statement:
To help clients be good stewards over money and possessions.

Purpose Statement
To glorify God by serving His People

Mission Statement
To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Experience

– Don has over 25 years of experience in the financial services industry.

– Staff auditor for the accounting firm of KMPG Peat Marwick.

– First ever Controller for the law firm of Akerman (a top 100 US law firm)

– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

– Registered Representative, 1995 –

– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.

– Member American Institute of Certified Public Accountants
City of Winter Springs, FL
o Bicycle/Pedestrian Advisory Committee (2013 – 2014)

– Treasurer, MulliganLife – a Florida non-profit ministry (2011)

– Chairman, True North Foundation (2009-10)

– Board of directors for the Oviedo Chamber of Commerce (1993)

– Board of directors for the Maitland Chamber of Commerce (1995)

– Treasurer, Inverness Golf & Country Club 2020
Awards, Honors, and Achievements

– Presidential Award of Appreciation from the Orlando Jaycees (1988)

– Mutual of New York (MONY):
– New Associate of the Year (The MONY Group, Orlando-1996)

– Million Dollar Round Table
– Court of the Table (2005)
– Top of the Table (2006)

– FIVE STAR Wealth Manager (2011)

Education, Certificates

– Drake University B.S.B.A (Accounting-1981)

– Post Baccalaureate studies at Harvard University (2003-09)

– Certified Public Accountant (CPA)

– Personal Financial Specialist (PFS)

– Accredited Tax Planning Specialist (1996)


Services

– Serving client in multiple st