Don Saulic, CFP®, CPA, CAP®

Managing Director, Partner

Don serves in the private wealth management and family office practice, advising clients on comprehensive and holistic strategies to help achieve their long-term, multigenerational goals. His strategies include investment management, estate and tax planning, retirement and financial planning, risk management, real estate, lifestyle management, and charitable planning.

Before joining TBG, Don had three decades of experience in private wealth management, management consulting, strategic planning, and technology services. He has held senior management positions in several private and Fortune 500 companies as Board Director, President & Chief Operations Officer, and Global Chief Information Officer. Don has an MBA from DePaul University and a bachelor’s degree in accounting and economics from Illinois State University. Don is a licensed Certified Public Accountant, Certified Financial Planner®, and Chartered Advisor in Philanthropy®. He also holds a Series 65 Investment Advisor Representative license.

In the community, Don serves several philanthropic endeavors focused on helping adults and children achieve a life of success and significance. He has public and non-profit board experience and serves on the Boards of the YMCA, the Forum of Christian Business Leaders, and several churches. A Chicago native, Don and his family live in Dallas, Texas, and Corona del Mar, California.