Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

As a financial advisor, Doug helps people make good decisions about money.  He works with clients via comprehensive financial planning, developing strong investment portfolios, and providing access to fulfill strategic insurance tools.

Our Services

A question I often ask is “what is the money for”?  Few people want money just to have big numbers on their phone screen.  They typically have goals they want to achieve: having a welcoming home, creating memorable experiences, providing education for their kids, starting a new venture, making an impact, or building confidence for a comfortable retirement.  Doug takes a landscape view of someone's financial situation and supports them in creating a solid financial strategy to develop a pathway to get them on track to pursuing their goals.