For Doug, the cornerstone of successful financial planning is the unwavering belief that no one should have to face retirement alone. His career is defined by a driving passion for building deep, lasting trust with clients and guiding them through the inevitable ups and downs of the investment landscape.

Doug views his role not just as a financial strategist, but as a dedicated partner who provides clarity amidst complexity, helping ensure every family he serves feels supported and understood. He leverages his experience to deliver results that go beyond spreadsheets, focusing on the tangible impact his advice has on each client’s daily life. His ultimate goal is to provide the peace of mind that comes from knowing you have a reliable advocate in your corner.

Doug holds his life and health license as well as the Series 65 securities license. He has also earned the Certified Funds Specialist® (CFS®) and Certified Income Specialist (CIS™) designations.

Doug lives in Knoxville with his wife, Sarah, their two sons, Jack and Jake, and their golden retriever, Pelli. When he isn’t in the office, Doug channels his discipline into intense physical training, frequently competing in Spartan obstacle course races. He also enjoys hiking, mountain biking and cheering on the Tennessee Titans. A skilled instrumentalist, he can often be found playing bass guitar in his church’s worship band.