Applying discipline and focus, Doug works with clients to help meet their financial planning needs, striving to help them enhance and maintain the success they have achieved. He works with investors to develop their portfolios, consider tax liabilities and improve diversification with a powerful range of investment alternatives and strategies. Doug says that he wants clients to know "that he listens to them."
A seasoned veteran of the financial services industry, Doug spent eight years as a financial advisor at A.G. Edwards (which became Wells Fargo), where he specialized in financial planning and was a retirement plan consultant, before joining Raymond James in 2008 – attracted by the firm's commitment to integrity and independence.
A graduate of Ferris State University, Doug holds a Bachelor of Science degree in Marketing. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification from the College of Financial Planning in 2007 through a stringent process of education, examination, experience, and board approval for practice in financial planning.
An Indiana native, Doug resides in Greenwood and has two grown children. His daughter, Leza, is a school teacher with Perry Schools. His son, Colby, is a recent graduate of Indiana University. He is also a proud grandparent of Blakelyn. Doug has been active in youth sports, coaching and past board member at Center Grove Little League as well as coaching for Center Grove Boys Basketball league and Mount Pleasant Christian Church Youth Basketball League. Doug is an avid golfer and loves to travel.
Doug currently is a board member of Johnson Memorial Hospital Foundation. He is a lifetime member of the PGA of America, and former board member of the Indiana Section PGA. Doug is a member of Greenwood Christian Church.
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.