looking out for you and your future.
We take a conservative approach to growing and preserving your wealth that relies on the considerable expertise of our team and the proven strength of Raymond James. Your needs as a high-net-worth investor are our primary concern. You may rest assured that our experience in working with both the retirees and professionals who call Georgetown home is extensive.
All three principals of our firm have achieved the certification of CERTIFIED FINANCIAL PLANNER™ professionals. Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” however, only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.
Doug Noble, CFP®, ChFC®
Vice President, Investments
For nearly a decade, Doug has been helping clients manage their portfolios through constantly changing – and sometimes difficult – markets. Helping clients reach their retirement goals with the least amount of risk possible is his number-one priority. Doug is a CERTIFIED FINANCIAL PLANNERTM professional, a certification that required him to complete the arduous CFP® certification process in 2007, meet ongoing certification renewal requirements, and holds him to rigorous ethical standards. As a graduate of West Point and an Army veteran, however, Doug is no stranger to meeting demanding requirements.
Doug began serving his country at the United States Military Academy at West Point, where he earned a Bachelor of Science degree in 2000. While at West Point he earned collegiate All-American Pistol honors both his junior and senior years and was a member of two national championship teams. He went on to serve at Fort Hood, Texas, as a Tank Platoon Leader and Tank Company Executive Officer in the First Cavalry Division, General Aide-de-Camp to the Chief of Staff, III Corps, and Garrison Training Officer. He then served in the inactive reserve from 2005 through 2008 and separated from the Army at the rank of Captain.
After the military, Doug began his career in the financial industry in 2005 when he joined A.G. Edward & Sons as a financial advisor. After two subsequent buyouts by Wachovia Securities and Wells Fargo Advisors, Doug joined with Greg Bowden and Rod Dahl to form Goodwater Wealth Management Group. Today, Doug’s primary responsibilities are mutual funds, exchange traded funds (ETFs), annuities and insurance planning.
Originally from a small farm in central Illinois, Doug and his wife, Kasie, live in Georgetown with their four children. They are members of the First Baptist Church in Georgetown, where Doug serves as a deacon. Service has always been a part of Doug’s life, which is why you’ll find him serving as treasurer and on the board of trustees for Grace Academy of Georgetown, as well as volunteering for the Scott & White Hospital, Round Rock, where he serves on the steering committee, board of visitors and the Greater Austin Estate Planning Council. He is also the former treasurer and board member for Habitat for Humanity, Williamson County.
Greg Bowden, CFP®
Vice President, Investments
Greg has years of experience in helping clients navigate the risks and rewards of the market. For him, there’s no better professional experience than working alongside clients to coach them in the pursuit of their financial goals. As a CERTIFIED FINANCIAL PLANNERTM professional, Greg has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements.
His career in the financial industry began in 2006 when he joined A.G. Edwards & Sons and continued through buyouts by Wachovia Securities and Wells Fargo Advisors. Today, as a principal of Goodwater Wealth Management Group, Greg lends his expertise to the firm’s fixed income clients and provides businesses with guidance regarding retirement plans.
Greg grew up in Michigan and attended Alma College, where he earned a Bachelor of Science degree in mathematics. Greg also led the football team to the MIAA championship in his senior year. After a short stint teaching in Michigan, Greg moved to Texas to teach science and mathematics and to serve as a high school football coach. Today, he, his wife and high school sweetheart, Shelly, and three children call Georgetown home. Active in the community and always volunteering to serve, Greg is the current president of the Georgetown Independent School District Education Foundation.
Rod Dahl, CFP®
Vice President, Investments
Since 2000, Rod has helped clients steadily pursue their retirement and investment goals through some unprecedented economic climates. He enjoys helping clients understand not only the makeup of the investments they own but also why those investments were recommended for their portfolios. Rod has completed the rigorous requirements to achieve certification as a CERTIFIED FINANCIAL PLANNERTM professional and continues to meet ongoing certification renewal requirements.
Rod’s career as a financial planner began when he joined A.G. Edwards & Sons in 2000, and he continued to assist clients with their financial planning needs through two buyouts by Wachovia Securities and Wells Fargo Advisors. Today, as a principal of Goodwater Wealth Management Group, Rod’s expertise in equities enables him to carry out his primary responsibilities for equity research, options and making trades on behalf of clients through the firm’s discretionary portfolio management service.
Originally from Wayne, Nebraska, and later Clear Lake, Iowa, Rod attended Washburn University in Topeka, Kansas, on a basketball scholarship. Besides playing basketball, Rod was involved in the Student Alumni Association, held a part-time job as a law clerk, and completed an internship with then Kansas Governor Bill Graves. Upon graduation, Rod earned a Bachelor of Business Administration degree, majoring in finance. Following graduation, he held positions in the banking and credit card industry and owned an executive search firm.
Today, Rod lives in Georgetown, Texas. He enjoys spending time with his girlfriend, Jan, and her children Rachel and Freddy. Rod attends New Church in Georgetown and enjoys boating, golf and traveling.
Joe French III
First Vice President, Investments
Joe received his Bachelor of Arts, with honors, from Southwestern University in Georgetown in 1982 and his Masters of Business Administration in 1989 from Southern Methodist University. After thirteen years with a major Texas bank, Joe joined Morgan Keegan in February 1996. In 2012, Morgan Keegan was acquired by Raymond James Financial. Joe brings over thirty years of financial services experience to his clients. Joe focuses his efforts on sound financial planning and proven investment strategies for individuals and institutions throughout Texas.
Registered Client Associate
Jaynie has been assisting clients in the financial services industry since 2004. Here at the firm, she assists with client paperwork, placing trades for clients and seeing to it that each and every client receives personal service that is as attentive as it is helpful. She believes that client relationships are important because if you have a strong relationship-based business, it makes clients feel more comfortable discussing personal financial decisions they might be facing.
Originally from Amarillo, Texas, Jaynie attended the University of Texas, Austin, where she earned a bachelor’s degree in government. Today, Jaynie lives in Georgetown with her husband, Arthur, and their two sons. She enjoys playing tennis and spending time with her family.
Registered Client Associate
Angie started her career in financial services in 2001 as a broker at Charles Schwab and later worked as a personal banker at Bank of America. She enjoys helping clients pursue their financial goals. Her kindness and professionalism reflect in the individual care that she provides each client.
Angie is originally from Austin and currently lives with her husband, Mike, and their daughter, Emily, in Georgetown. She enjoys being outdoors and two of her favorite activities include mountain climbing and hunting.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.