With over 20 years in engineering (aerospace and maritime industries) prior to making a career change in 2025, Doug's technical background equips him with a sharp analytical mind and a disciplined approach to problem-solving. His unconventional journey into the realm of financial advising enriches his perspective and complements a broad range of wealth management needs and strategies.

Recently licensed in the securities industry, Doug played a crucial role in establishing the Edmonds office. He is honored to work alongside Terri and Michelle to help clients identify and achieve their financial goals.

Outside of work, Doug enjoys spending time with family, meeting new people, and exploring the Puget Sound via sailboat and the mountains through hiking trails. He is always eyeing a new adventure, having traveled to more than 20 countries and almost every state in the U.S.