For Doug, life is about the ABCs: attitude, behavior and commitment. It is the way he lives his life, raises his children and works with clients. With over 20 years of experience in the financial world, Doug has learned he can’t control the markets, interest rates or trade wars, the same way he cannot control a terrible health diagnosis or family tragedy. But he can control the ABCs.
Doug wasn’t satisfied with the company-first mentality of the global firms he spent 16 years working for. He opened his own financial firm so he would have the freedom to put his clients first, not a corporation. Now a Registered Investment Adviser (RIA), Doug is held to a fiduciary duty of care, which requires him, by law, to place the best interests of his clients above his own, a practice Doug wholeheartedly embraces.
When Doug meets with clients, he asks a lot of questions. He listens carefully, not only to what clients say, but also to their emotions to make sure he understands their concerns, goals and objectives. He views his role as a steward who is entrusted to manage an extremely valuable part of his clients’ lives. He takes this responsibility seriously and has utmost commitment to his clients’ success.
Doug and his wife of over 25 years have five children. Familiar with facing life’s challenges, his children have been through cancer, life-threatening surgeries and autism, on top of the typical trials all families are confronted with. Through the tragedy and triumphs, Doug has become the person he is today: a success story about a man of faith, who is overwhelmed daily with gratitude of God’s grace.