Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and in 2012 was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C.. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky.  When away from the office, Doug enjoys spending time with his family, playing racquetball, and learning to play guitar.

His volunteer efforst include office coordinator for Meals on Wheels, Mobile Loaves & Fishes, and is an active member of New Hope 365 Church.

• CFP®
• Graduate, UBS Wealth Management Education Program

• Bachelors of Science, Electrical Engineering, University of Kentucky
• Masters of Business Administration, West Texas A&M University
• Financial Planning Certificate Program, University of Texas at Austin

• State of Texas, Life and Health Insurance Licensed
• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

• Office Coordinator, Meals-on-Wheels. Supporter of Mobile Loaves & Fishes.
• Active Member, New Hope Community Church.
• Provides personal finance teaching at church. Financial Peace University.
• Married with 2 sons in Round Rock, Texas.
• Enjoy racquetball, sports and time with family.

AL, CA, CO, FL, HI, IL, IN, MD, MS, MT, NM, NY, OK, OR, SC, TX, VA, WA, WV