A Certified Financial Planner® practitioner, Doug prides himself on working with clients to bring clarity to the complexity of their financial lives. He uses an established process to understand what is most important to clients and to help them make informed decisions.

Doug has been a financial advisor since 2014, previously as a partner with Edward Jones. His experience working with young professionals, business owners and retirees from different fields and industries has given him substantial experience in tailoring financial plans to each client’s specific needs. By helping clients understand their cash flow needs throughout the different phases of their lives and then building thoughtful and tax-efficient savings strategies, investment programs and withdrawal plans, he helps to position clients to bring them closer to achieving their lifetime financial goals.  Doug’s objective is to provide his clients with confidence and perspective as they face life’s challenges and opportunities, and help them navigate their financial lives.

Doug holds a bachelor’s degree in secondary social science education from the University of Central Florida and a master’s degree in educational psychology from Florida Atlantic University. In addition, he has also a earned his AAMS™, CRPS™, CRPC™, and CSRIC® designations and is a member of the National Association of Personal Financial Advisors (NAPFA). Doug lives in Tequesta with his wife, Tracy, and their two sons.