Doug has a knack for simplifying financial complexity.  His thoughtful financial plans and investment strategies help clients focus on the big picture, control what’s possible, and build better lives.

Doug is rigorous in his approach to investing and has a deep working knowledge of portfolio optimization and construction.  He enjoys digging deep to find practical solutions to complex problems and is committed to helping clients manage their financial lives efficiently and effectively. 

Doug holds a Bachelor of Science in Finance and Accounting from the University of Arizona.  He is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™ professional, and CPA.  After a 15-year career in accounting and corporate finance, Doug joined the firm in 2012 to focus on the people side.  He is a member of the CFA Institute, the CFA Society of Portland, and the Financial Planning Association. 

To unplug, Doug heads outdoors to mountain bike, ski, and spend time with family.