With over 35 years of experience in the financial services industry, Don Carey is a seasoned financial professional dedicated to helping individuals and families navigate life’s financial complexities. His expertise spans life and disability insurance, estate planning, and retirement planning—delivered through a personalized, values-based approach grounded in trust, integrity, and genuine care.
Don built his career by listening first. He believes that understanding a client’s unique motivations is key to creating effective, long-term strategies. As a partner at Optimize Wealth Management, he leverages leading portfolio management, technology, and back-office support to deliver exceptional service and results.
Deeply committed to his community, Don supports local food distribution initiatives and enjoys a wide range of outdoor pursuits, including fishing, hiking, and motorcycle riding.