
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.