Doug has an impressive track record in financial planning. After earning a BA in accounting from Alma College, he launched his career as a CPA with Arthur Young, now Ernst and Young. Doug then went on to work for Eastman Kodak and Malloy Lithographing, building skills in sales and management. After receiving an MBA from the University of Michigan, he worked as a financial planner for A.G. Edwards before establishing his Raymond James Financial Services branch office in March of 1996.
Doug earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. He has served on panels at Raymond James educational conferences and has made presentations to local groups on a wide range of investment topics.
Currently, Doug manages the team and provides wealth management and financial planning for individuals, families, small businesses and non-profit organizations. Over the years, he has developed a specialty in retirement planning and asset management. Like all members of his team, he attends numerous professional conferences each year in order to continuously upgrade his skills.
Married with three daughters, Doug is an avid sailor, tennis and hockey player. He is also an active supporter of charities and other nonprofits in Washtenaw County, including the United Way and Rudolf Steiner School.
Licenses and Certifications held: CFP®, Series 7, 24, 31, 51, and 63, Life & Health Insurance
Raymond James is not affiliated with the above organizations and/or charitable causes.
When you find something you really love to do, it becomes something much more than mere ‘work.’ One of my greatest satisfactions - and motivators - is discovering investment opportunities and making money for clients. I also enjoy financial planning, especially when I can gain a unique perspective that enables me to save taxes or benefit a client in other ways. Best of all, though, is communicating with clients, hearing about their lives, their families, their hopes and dreams, and thinking about how we can help them.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.