Doug has firmly believed in one simple idea, take care of the client and everything else will take care of itself. Being a CERTIFIED FINANCIAL PLANNER™ with over two decades in the business his idealisms haven’t changed. What has changed is the tools and capabilities that he has at his disposal. He and his team are committed to providing the best possible service through the development of relationships with his clients. Through these relationships, Doug feels he gets to know his clients on a personal level to get a better understanding of what is important to them.
Originally from Cathlamet, Washington, Doug graduated from Oregon State University in 1995 with his degree in Business Administration. In his 20+ years in the industry he has enjoyed the process of not only helping people reach their goals but now their children and sometimes grandchildren. He understands the importance of family and lives with his wife, Marci, and four kids in the Portland area. His pastime includes traveling, golf and keeping up with his kids’ various activities.