With over 20 years of experience, Doug has been guiding his high net worth clients through everything from investment management to retirement planning and everything in between. He’s built strong relationships over the years, truly getting to know his clients and their families to fully understand their goals and lifestyle. He’s not afraid to challenge his clients either, because he’s passionate about looking at the bigger picture, not just the days ahead. This paired with strong strategic planning, Doug has successfully set his clients on the right path while staying open to opportunities.
Doug grew up in Brooklyn, New York, but now calls Portland, Oregon home along side his wife Dawn and their three children. He graduated from the University of Oregon Law School in 1992, where he and Dawn had successful athletic careers. They spend their spare time giving back to the university by mentoring current athletes.