Our People

Doug has been in the financial arena for over twenty years. With experience in banking, lending, tax consulting, and investment securities, he brings the knowledge to act as the private financial consultant. Doug's job is to look for all the clients' needs, and match them with the appropriate financial specialist to get the client the best answers available. Doug has numerous banking certifications, tax preparation certification, and SEC/FINRA series 7 general securities, and series 66 investment advisory licenses. He also holds Life and Health Insurance licenses in six states.Doug holds a bachelor's degree and post-graduate research honors from Virginia Tech.

Barbara has over 30 years experience as an estate paralegal. She is the administrative assistant and office manager for the firm. Barbara's expertise lies in the areas of organization and client service. Barbara makes sure the client experience with our firm is efficient and friendly. Barbara also assists Sally and The Fiduciary's Friend with tax and estate and trust issues. Barbara has quickly become a valuable asset to out businesses and our clients.

Beverly joins our office with 30 years of bookkeeping and office management experience. Her focus will be client management for The Investor's friend as well as The Fiduciary Friend.