Certified Financial Planner, CPA
Doug continues to provide sound financial advice, advanced estate planning and high quality insurance services to his clients since 1989. Doug is a honor graduate of the Univeristy of Texas at Austin. Prior to becoming a Branch Office Manager for SagePoint Financial, Inc. and an investment adviser representative of Financial Education Associates, Inc., Doug had an accomplished career with the big six CPA firm of PriceWaterhouseCoopers. His diverse background brings a different perspective to financial planning, and his direct business experience offers practical knowledge for his clients.
Dedicating his financial services' career to furnishing a full range of investment products and service, Doug attempts to meet the planning needs of successful professional doctors, lawyers, retirees and businesses. His practice focuses on managing wealth by including financial, tax, estate & retirement planning under one roof for qualified individuals as well as companies.
In addition to his extensive work experience, Doug has achieved several designations, all of which are recognized throughout the financial and investment industry. Douglas has earned his Certified Public Accountancy certificate and his Certified Financial Planning certification. He is a general securities representative, registered principal and branch office manager of SagePoint Financial, Inc., and a life and health insurance agent.
Doug offers a wide variety of services to help meet the financial objectives of individuals, including fee-based planning and investing. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions. Through outstanding service and commitment to excellence, Doug has built a solid client base and expanded his business through referrals from clients.
Doug and his wife Julie live in Arlington, TX with their two children.