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. Leza has also made him the proud grandparent of Blakelyn and Ashlyn. His son, Colby, joined the Stewart & Evans team as a Financial Advisor in 2019 and earned his CFP® in 2021.

Doug is currently the board president of Johnson Memorial Hospital Foundation and Hillcrest Country Club. 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 CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.