President
CurrentDoug directly counsels families, college endowments, foundations and businesses. True wealth is achieved when you are not controlled by the need, desire or demands of money, and you are able to treat it as one of the means to deeper and satisfying ends. When you can stop being distracted by money and assets and focus on what is really important, and develop a plan to direct you on that path, you will be wealthier. That's the kind of wealth we want to help you manage.Doug is an independent financial and investment planner with a variety of credentials.Doug has been a Certified Financial Planner® practitioner for over twenty years. He has created three separate Registered Investment Advisor firms, putting in place investment platforms, investment policy statements, and investment review processes. He has led his firm's financial planning services and institutional investment services for over fifteen years. In 2005 Doug received the designation of Investment Management Consultant from the Raymond James Institute of Investment Management Consulting. In 2006 he passed the General Securities Representative Exam, or Series 7, administered by the Financial Industry Regulatory Authority. Doug is a licensed attorney (but not currently practicing). In addition, he has served as a board member, and specifically as a member and leader of investment committees, on a variety of non-profit boards for many years.
