• Doug McIver, CFP®

    Investment Executive

Doug has been serving the financial needs of professionals and families for nearly ten years. After getting to know client's goals, investment objectives, and risk tolerance, Doug works closely with his clients to develop a customized financial plan to meet their financial needs. He received his Master of Business Administration from Northeastern State University and a bachelor's degree in electrical engineering from Kansas State University. Doug holds his Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER professional. He is also licensed to sell Accident & Health Insurance and Life Insurance. Doug and his wife, Jennifer, have two children, Josie and Ryan. They are members of St. Luke’s Episcopal Church in Bartlesville.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.