Doug has spent the last 29 years in the Financial Services industry specifically targeting and working with families, corporate executives, and small business owners in the DC Metro area, with a specific focus on Prince Georges County. Doug’s current role and vision is to hire, train, and develop a team of comprehensive financial advisors that provide holistic financial and strategic planning solutions.
This team will be on daily mission to build healthy relationships with the community through a systematic financial planning process. Our approach through individual and group meetings will have a specific emphasis on engaging clients to think about what is important to them. After the discovery, data gathering, and analysis of the client’s profile, prioritized solutions that fit the client’s unique situation will be provided.
The Ultimate Goal for the Prince Georges County Team is to be the “Trusted Advisor” for every client. After implementation, periodic reviews to measure success will solidify our desire for an ongoing relationship.
Doug graduated from Drexel University, in 1992 with two Bachelors of Science degrees, Finance and Marketing. Residing in Prince Georges County for over 40 years, Doug currently lives in the “Oak Creek Community” of Upper Marlboro, Maryland with his wife Angela and daughter Amanda.
Doug is a registered representative of and offers securities, investment advisory services and financial planning services.
