Doug has more than three decades of experience in the financial sector and brings a depth of experience in developing and implementing comprehensive financial strategies for business owners, corporations, and successful individuals across the country. Having run several large companies, he is particularly attuned to the needs of business owners. His goal is to help smart, successful people that care about their families to grow, protect, and ultimately distribute their wealth. He has served on the board of directors of numerous industry and nonprofit organizations. Doug is a frequent speaker on financial and economic topics. He holds FINRA Series 7 and 63 securities registrations through Com