Advisor profile


My approach

Your goals are individual, and I can help you achieve them. I take the time to understand what is truly important to you - whether it’s retiring the way you want, saving for college, making smart investments or anything else. I work with a team that provides personalized financial advice that can help you prepare for the expected and even unexpected events in life. Our desire is that our clients, retired or not, will be comfortable in their retirement plan. We work hard to provide a personalized financial plan that shows when retirement may be affordable and will continue to work with you throughout retirement to adjust that plan as needed. Jamie Reeb, a member of our team works with clients with $750,000 or less invested with us, while I work with clients that exceed this threshold. This allows us to give our clients the time and attention they need to achieve their goals. As a result of all of this, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelors of Business from Kent State University, 1981

Interests

Doug is very family oriented and loves to spend time with them. One of the many ways Doug spends time with his family is through attending all of the school and sporting events of his children. Doug is their most avid fan at their track meets, swim meets, and soccer matches. He is also very active with outdoor activities such as hiking with his wife and children at Mt. Hood and anywhere in Central Oregon. Bike riding along the Vernonia Bike trails as well as with friends near his home in Cedar Mill is another one of Doug’s favorite hobbies. Doug is also a huge fan of all things related to The Ohio State Buckeyes!

Community participation

  • Doug helps coach his sons' track and soccer teams.

Previous experience

  • Financial Advisor - IDS Financial Services, 1984-1999
  • Regional Trainer, Chief Marketing Officer, Branch Manager - AXA Advisors, 1999-2008
  • Financial Advisor - Voya Financial Advisors, 2008-2020