Doug 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.

Doug co-founded the firm and led Compass Ion's Institutional Services and financial planning services for over a dozen years before Compass Ion reorganized which resulted in the portion of the company that Doug managed moving to Stonecrop Wealth Advisors, a firm founded by Doug.

Leader of strategy and growth of executive financial planning unit. Responsible for providing ongoing financial counseling services primarily to executives at large and mid-sized corporations. Founder of the firm's Registered Investment Advisor business. In 2006, Doug sold his stake in the company and moved his practice.

Formed, owned and operated suburban law practice with a primary focus on estate planning and business law with a focus on non-profit institutions.

Taught high school at a boys' boarding school in the Republic of Palau.During my tenure in Palau, I also played center for the Peliliu Islanders of the Palau Basketball Association. In my second year, we won the national championship.

Summer job cooking for 200 boys at a beautiful camp on the edge of the White Mountain National Forest

In my first job, I got on my sting ray bicycle and delivered papers to customers. I did this for about five years.