Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Education

  • University of Mary Hardin-Baylor, Bachelors of Arts - 2000

Previous experience

  • Financial Advisor, Merrill Lynch, Huntsville, AL, 2013 - 2022
  • Compliance Specialist, Wells Fargo Advisors, Los Angeles, CA, 2003 -2013

Community participation

Kimber's first certification event
Kimber's first certification event

Doreen is a K9 handler with SARTEC K9 Search and Rescue Unit in Madison County, AL. Her two K9's, Kimber and Scout, have been serving the team for the last 4 years.

Interests

Doreen and her family are active in martial arts, running and horse back riding. Doreen also loves cooking for her family, friends, and clients.

My photos

2 albums
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