Doug has been working as a financial advisor for over 14 years. The first step in meeting with a new client is understanding what is important to them. Doug focuses on wealth management and financial planning for high net worth individuals. Assets are managed through a combination of individual stocks and bonds, private money managers, mutual funds and alternative investments. Asset protection is also offered through life insurance and long term care insurance. Doug’s educational background includes a BA from Alma College, (1977) and an MBA from the University of Michigan (1990). He worked four years as a CPA for Ernst & Young, specializing in taxes. Prior to starting his own office through Raymond James Financial Services he worked for 2 years at A.G. Edwards in Ann Arbor. Doug earned his CERTIFIED FINANCIAL PLANNER™ certification in 1997 and on an annual basis attends numerous educational conferences to continuously upgrade his skills. 

Doug is very active in the support of charities in the Saline and Ann Arbor areas including the United Way, Briarwood Rotary, and Rudolf Steiner School. Doug is married and has 3 daughters. Playing sports like tennis, hockey and sailing; primarily with his family, are Doug’s leisure pursuits.

Denis joined Raymond James in early 2008. Prior to returning to Ann Arbor, Denis spent 6 years in New York City where he worked in equity research at Sanford Bernstein. He researched technology stocks as part of the Global Technology Strategy group.

Denis holds a BBA degree from the University of Michigan. Denis is currently pursuing the CFP® designation.

Denis lives in Ann Arbor with his soon-to-be-wife Katie.

Kim’s background has always been in customer service where she has developed exceptional organizational and communication skills. Kim is the Office Manager. She holds a Bachelor of Business Administration from Cleary College. Kim is very active in her church and Church World Services running the Pinckney CROP Walk. She is married.

Diane spent the early part of her career at Ford Motor Company in corporate finance. She worked at both Ford Motor and Ford Credit companies as a financial analyst and supervisor. Since joining Raymond James she has concentrated on tracking customers cost basis information, overseeing the investment management of portfolio’s and assisting in special projects. Diane graduated from the University of Michigan with a Bachelor degree in Business Administration. She also received a Master of Business Administration degree from Eastern Michigan University. Diane is married and has three sons.