Wealth Manager, Partner
Doug serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 35 years of experience in the financial services industry, Doug founded an independent investment advisory firm prior to joining Creative Planning. Having spent his entire career in financial services, Doug has developed an in-depth knowledge of providing clients with comprehensive wealth management services. Doug earned a Bachelor of Science in Business Administration degree from Rockhurst College, where he graduated with honors. Doug is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a certified public accountant licensed by the Kansas and Missouri Board of Accountancy.
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