Doug is dedicated to providing his clients with the professional and individual attention necessary to help them pursue their financial goals, and maintaining ongoing service as their needs change. For over 35 years, he has provided advanced Investment Planning and Asset Management, Retirement & Estate Planning strategies, and Business Planning for affluent Business Owners, Executives, Professionals, and Retirees. |
“I strive to help successful people position their investments, reduce their current taxes, plan for, or maintain a comfortable retirement, satisfy charitable desires, and efficiently transfer their wealth to their children and grandchildren. I’ve helped my clients seek growth on their assets utilizing time-tested investment strategies, as well as for my high-net-worth clients to reduce their estate tax burden through the use of estate planning tools and techniques. I feel that I am a very good listener and have a talent for putting myself in my client’s shoes to bring ideas to the table that satisfies their wishes.”
¨ LPL Investment Advisor Representative ¨ Member, Masters Club – Top 6% of Advisors ¨ Member, Priority Wealth Partners Group ¨ Senior Sales & Associate Manager for eleven years of career ¨ Life Underwriter Training Council Fellow ¨ BBA – Management / Finance |