our office locations
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Certified Plan Fiduciary Advisor (CPFA®)
FINRA Series 6 License
FINRA Series 65 License
FINRA Series 63 License
Life & Health License
Doug is a dedicated financial advisor with a proven track record in wealth management and corporate retirement plans. Passionate about helping clients achieve financial security, Doug takes a personalized, strategic approach to navigating the complexities of retirement planning and investment management. His mission is to empower individuals, families, and businesses to reach their financial goals with confidence and peace of mind.
Born in Harare, Zimbabwe, Doug moved to the United States at the age of six. This formative life experience gave him a unique global perspective, fostering adaptability, determination, and a deep appreciation for the power of meaningful relationships. These values continue to shape his professional approach as he builds trusted connections with his clients.
With over half a decade of experience in the financial services industry, Doug’s expertise is backed by rigorous certifications, including the Series 6, Series 63, Series 65, and Life & Health Insurance Licenses. His diverse qualifications enable him to provide comprehensive and tailored financial solutions, whether guiding clients toward retirement readiness or helping businesses optimize their corporate retirement plans. Doug takes pride in delivering sound financial advice and helping his clients make informed decisions about their future.
Doug currently resides in Omaha, Nebraska, where he enjoys an active and well-rounded lifestyle. Whether he’s at the gym, traveling, golfing, or spending quality time with friends and family, Doug values the importance of balancing work and personal fulfillment. His passion for building lasting relationships and his commitment to client success reflect his holistic approach to achieving financial well-being.
Doug’s blend of professional expertise, global perspective, and dedication to fostering meaningful connections sets him apart as a trusted financial advisor. He is passionate about guiding his clients through life’s financial challenges, helping them create secure, prosperous futures.