Background and Expertise

Doug has been in the Financial Planning business since 2010, quickly creating one of the fastest growing and respected firms in the country. The team he has built is award winning. He spends most of his time meeting with physicians, business owners, executives, and folks in the agriculture industry. He believes what sets us apart is our commitment to our clients which means his team continues to educate themselves to stay on the cutting edge of financial planning, being the center of our clients’ financial lives, and being available to meet regularly to stay up to date with our clients as things inevitably change.

When you meet with Doug and our team, you can be confident you’re going to meet with a knowledgeable and respected firm, who cares enough to take a close look at every aspect of your life, finances, and business. After we have a clear understanding of this and what you’re trying to accomplish, we are going to create a comprehensive financial plan which encompasses every aspect of planning along with mathematics to support any strategies we recommend. Our goal is to make the complex simple and empower our clients with education so they can make more intelligent decisions.