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 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, recently joined Raymond James as a financial advisor and is participating in the Advisor Mastery Program and will join the Stewart & Evans team upon completion. Doug is also a proud grandparent of Blakelyn and Ashlyn.
Doug is currently the board president of Johnson Memorial Hospital Foundation. Doug is an avid golfer and loves to travel. He is a lifetime member of the PGA of America, and former board member of the Indiana Section PGA. He is also 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.