Doug has always had a passion for helping people achieve their goals. He provides a solution based advisory service that tailors each recommendation to his client's unique situation and personal goals.

 

Doug has spent his life helping people both as a pastor and a financial consultant. He learned how to provide comprehensive financial solutions by helping his mother during the latter years of her life. He worked with her financial advisor, making all the recommendations. He learned the challenges of planning for a mother, who lived to almost 99 years of age. He chose solutions for her that increased her revenue stream while protecting her capital even while her medical expenses were escalating.

 

He approaches every client in the same way as he did his mother. His goal is to make sure his clients will have enough money to live with dignity for the rest of their lives. He aids in the development of a longer-term plan to pass on legacy gifts to the client’s children and grandchildren.

 

Stock picking and portfolio development has been a personal passion for many years. One of his unique quirks is relaxing while studying stock charts. Doug is a student of the market and has been building and growing his own portfolio for many years. He is equally at home in developing portfolio strategies for very conservative investors who look to conserve capital through dividend income as well as with clients who want to see steady, consistent, and powerful growth. Doug thrives on helping his clients reach their goals with the least amount of risk. He is convinced that real wealth creation can take place with proper discipline and attention to detail.         

 

Doug is an active family person, who loves walking, reading, and rooting for his Broncos, Red Sox, and Nuggets. He has three grown children who are a huge part of his legacy. He is married to Cheryl who is his partner and best friend. They enjoy long walks and finding new scrumptious restaurants together.

 

Most importantly, Doug is a great listener, who wants to hear your story and help you achieve your financial dreams.