Lead Advisor, Partner
An avid basketball player, Doug understands the importance of teamwork. He knows patience, perspective and discipline are critical to making a team successful, on the court and in the office.
What does he enjoy most about his work? Helping clients achieve a balance between saving for future goals and living comfortably day-to-day.
Doug realizes investments and financial planning can be intimidating topics for some people to discuss. It’s why he goes out of his way to ask questions, probe for understanding and explain things in simple terms. “Asking questions is the best way to learn and become wise,” Doug will tell you.
Outside the office, Doug’s favorite question to answer is “Dad, when can we shoot hoops?”