Professional Services

• I specialize in Retirement Planning
• 401(k), IRA, and Investment Management
• Social Security and Medicare Planning
• Wills, Trusts, and Estate Planning
• Inheritance Planning
• Stock and ETF Trading, Mutual Fund Portfolios, Bonds, Annuities, Real Estate.
• Life Insurance Planning

Education

• BA Degree from Brigham Young University
• MA Degree from The College for Financial Planning
• CERTIFIED FINANCIAL PLANNER^™ professional

Professional Experience

• Over 20 years of experience serving investment clients
• Holds Series 7, 9, 10, 63, 65 securities Licenses
• Investment Adviser representative
• Currently manages over $200 Million for his clients nationwide, as of January 2024.

Personal Summary

Doug grew up in Southern California but has lived in Michigan for over 25 years. He is now an empty-nester! His three kids have now moved off to college and started their adult lives!

He enjoys playing guitar and piano, is a fierce tennis player, and loves skiing, hiking, and mountain biking. Every year he hosts a skeet shooting tournament for his birthday in May.

Doug has been serving clients for 25 years now, and has provided educational seminars at major corporations like General Motors, Pfizer, Unisys, and many others across the country. He believes a life well-planned is a life well-lived.