Doug spent 20 years as a sales consultant working with large Wall Street firms, gaining firsthand insight into how financial institutions approach markets, risk, and client relationships. His career gave him a deep understanding of the financial services industry, but it also shaped his perspective on what matters most when helping individuals and families plan for their future.
Originally from New Jersey, Doug is a graduate of the University of Arizona and has built his life in Arizona with his wife, Christy, and their three children. Outside of the office, he enjoys spending time with his family, coaching youth basketball and flag football, and staying involved in his local community.
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