Donald Z. Haverstick

Don Haverstick joined Fisher Financial Associates in 2017 and plays an integral role in helping clients plan for and achieve their long‑term financial goals. Working closely with Brian, Don helps design and implement comprehensive financial and retirement plans that are tailored to each client’s unique needs, priorities, and future plans.

In his role, Don is deeply involved in the day‑to‑day execution and oversight of client strategies. He manages all trading operations, prepares for and follows through on client meetings, and closely monitors investment portfolios to ensure they remain aligned with each client’s objectives. Don also assists clients with Social Security decisions, retirement planning, and related financial inquiries, providing clear, thoughtful guidance throughout the planning process.

Don is known for his strong attention to detail, accuracy, and organizational skills. These strengths allow him to work efficiently while managing many responsibilities simultaneously, ensuring that client needs are addressed thoroughly and on time. He works extensively with the practice’s financial planning software and oversees the accuracy and integrity of both client and business data. Through careful analysis of reports and ongoing review of financial information, Don helps ensure that recommendations are supported by reliable data and well‑informed insights.

Don earned his Bachelor of Science degree in Business Administration from Delaware Valley College and holds his General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) licenses. He began his career in retail banking before spending nine years in the municipal and structured finance industry, providing him with a broad financial background and a strong foundation in both analytical work and client service.

Outside of the office, Don enjoys spending time with his wife, Rachael, and their three daughters, Natalie, Elaina, and Maci. He values opportunities to travel together as a family and enjoys golfing.