Doug has had a long and successful career in his 40 years in the financial industry, and throughout that time has been driven by the desire to use his industry knowledge and experience to serve others. The philosophy of “service above self” has been central to his career and his personal life alike. This service-centered approach allows him to offer financial guidance that truly improves his clients’ lives and helps them find direction and purpose.
Doug attended Penn State University and has received numerous certifications throughout his career, including his CLU, CFP, ChFC, and AEP designations. He’s conducted over 500 presentations on various financial topics throughout the country, and has been a guest on numerous television and radio programs. Additionally, Doug is a recognized and successful author on financial topics; he’s written numerous articles throughout the years and has co-authored six books on various wealth and financial matters.
Born into a large Mennonite family on a 200-acre farm in Holsopple, Pennsylvania, Doug has never been a stranger to hard work. He credits his upbringing with giving him a strong work ethic and firm belief in the importance of service. Doug now resides in Howard County with his wife, Nancy. Together, they have four adult children—Matthew, Laura, Benjamin, and Daniel—who have also blessed them with 12 grandchildren.
In his 40 years in the industry, Doug values the relationships he’s built above all else. He considers it a privilege to listen to his clients and learn their stories, then to provide them with guidance, support, and education to help them succeed. His desire to connect with others extends into his personal life as well; Doug is involved in many professional organizations and nonprofits, including the International Association of Advisors for Philanthropy and the Donor Motivation Program. He has also served on boards for the Howard Community College Foundation, the Johns Hopkins Howard Hospital Foundation, and many more.
Ultimately, Doug hopes that his professional work and personal life will leave a positive impact on the world, his clients, and his family alike.