Doug has a passion for helping people pursue their financial goals. He spent a significant part of his career channeling that passion into developing and growing successful business enterprises, including helping a local fulfillment company increase revenues from $1 million to $100 million annually. As a business consultant, Doug has helped a variety of companies reduce costs and streamline operations.
Doug switched gears in 2014, focusing his efforts on helping individuals work toward their personal financial goals. In his role as an investment advisor, Doug helps clients build strategies to get them to and through retirement. His personal mission is to develop retirement income plans for clients’ specific needs and create strategies that allows them to retire with confidence. He specializes in retirement, income strategies, investments, and Social Security. Doug holds his Bachelor of Science degree from the University of New York. Doug also holds his Series 65 securities license as an Investment Advisor Representative. In addition to holding his life and health insurance licenses as well.
Doug and his wife, Michelle, live in Bountiful, Utah, they have five children and five grandchildren. While he enjoys personally participating in all kinds of sports and outdoor activities, Doug’s greatest joy is coaching his children and grandchildren in their various sporting activities and helping them succeed on and off the court.
