Doug brings over 20 years of retirement plan industry expertise to his role, specializing in account management and fiduciary support for qualified plan sponsors. He works closely with plan sponsors to help them navigate the complex fiduciary responsibilities of managing a retirement plan, while also partnering with plan participants to help them achieve their long-term retirement goals.
Doug earned his B.A. from Colorado State University and holds FINRA Series 65 alongside Massachusetts health and life insurance licenses. When not working, Doug enjoys spending time with his Family, playing golf, skiing, or doing anything outdoors.