In 2008, Doug was working in a research laboratory and pursuing a graduate degree in chemistry when the financial crisis hit. The crisis led him to reflect on the career he was pursuing and finding increasingly unfulfilling. He was also noticing how many families were dangerously unprepared for the 2008 recession, and he was motivated to find ways to help prevent crises from derailing as many lives as he could reasonably impact.
Doug pursued a career in financial services to deliver high-quality financial planning and investment management to help individuals and families live a life they love.
In his previous career, Doug’s research was in theoretical computational chemistry—he performed advanced simulations on intricate chemical compounds, analyzing their complex systems and finding functionality in them. He’s found this process surprisingly applicable to financial advising!
Doug brings scientific precision into his financial strategies for clients.
He studies possible outcomes and researches investment options and returns to create scalable and portable recommendations for individual cases.
However, among all the projections and analysis helping his clients achieve success, Doug never forgets why he entered the business: Relationships.
Having a trusting, caring, and personal relationship with your financial team may help as you work toward achieving success in life. Doug’s solutions are meant to support your life—financial, personal, and social—and he works hard to align each of his recommendations with your values and long-term happiness and success.
Set up a free, no-obligation consultation with Doug today.
Doug was born and raised in Austin, Texas, and after some travel around the country, he is happy to call Texas his forever home. He received his B.S. and M.S. from the University of Texas at San Antonio and married an A&M grad, and together he and his wife enjoy watching and attending Aggies games. Doug also enjoys a challenging puzzle—recently completing a 4,000-piece project in less than a week!
- Series 7
- Series 66
- General Life and Health
What is most important to you? What do you want most from life?
No matter if you’re looking for one-time advice or a lifelong relationship, Doug always starts with these questions to understand your values and your current situation with respect to your work, home, and social life.
If you become a recurring client, Doug will return to these questions often as your life and circumstances change, helping to keep you focused on the big picture and on track for success.
Often, within that brief conversation, you can lay a foundation for selecting financial solutions to help you achieve your goals.
Doug specializes in several key offerings:
Comprehensive fee-based financial planning
Doug can help you evaluate your cash flow and optimize income compared to debts and expenditures. He also provides tax-efficient investment strategies* to help protect you from taxes now and later.
As a client of Doug’s, you will receive ongoing investment analysis to make sure that you are getting appropriate investment returns for your overall risk. Doug specializes in helping clients manage overall investment portfolios, including stocks, bonds, ETFs, mutual funds, real estate, and more.
Insurance and needs analysis
After analyzing your financial plans, Doug will help you perform a needs analysis for your family to identify areas of concern and help you prepare for the unexpected.
Doug iis an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #4236696.