Doug has been in the Financial Services industry since 2002 and currently holds the Certified Financial Planner® designation. He began his career with JP Morgan Chase and then HSBC Securities (USA) in New York City working with the banks affluent clientele and managing over $45 million in assets. He has been an independent Financial Advisor since December 2007.
Doug’s professional experience is in personal financial planning as well as investment planning and management. His experience lends itself to working with individuals and business owners to help them plan for retirement, minimize current and future tax liabilities as well as estate planning. Doug’s partnership with accounting firm, Garrison & Associates and Darren Garrison, EA allows him to coordinate a client’s tax planning, financial planning, estate planning, investment management and risk management. Doug works with all of his clients on an individual basis and creates a plan that works for them based on their goals and risk tolerance.
Doug graduated from Iona College in New Rochelle, NY with a Bachelors in Business Administration (BBA) with a major in Finance. He currently holds FINRA Series 7, 63, and 65 registrations, as well as his Kansas and Missouri Life and Health Insurance Licenses. His broker dealer affiliation is with Cetera Advisors, LLC. Doug is also a member of the Financial Planning Association and Financial Services Institute.
Doug currently resides in Overland Park, Kansas with his wife Sarah and their three children Luke, Harper and Isabel. He enjoys spending time with his kids, coaching their sports teams, traveling, cooking and slow cooked BBQ.