Doug is a highly experienced financial planning professional with a time-tested track record of helping clients build and maintain their wealth. As a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Accredited Wealth Management Advisor™, Doug is well-equipped to provide professional advice and guidance in a wide range of financial planning areas.

Doug works closely with each of his clients to gain a thorough understanding of their unique circumstances and goals. He is committed to enhancing efficiency and ensuring the right steps are taken to work towards realizing his clients’ financial objectives. As an accomplished financial advisor, he specializes in areas such as financial planning, retirement planning, income generation, tax-reduction strategies, maximizing employer benefits, life insurance, and long-term-care insurance.

Doug began his professional career at Merrill Lynch, where he focused on constructing personalized financial plans and investment strategies for his clients. He was recruited to UBS in 2014 to lead the financial planning division across four offices, focusing on high-net-worth and ultra-high-net-worth clients. Throughout this period, he maintained a national top ranking at the firm for his financial planning accomplishments before transitioning back into an advisory role working exclusively with his clients.

Doug brings his extensive experience and committed, client-focused approach to his current role at BroadFront, where he has access to a broad spectrum of investment offerings, financial planning resources, and analytics to better serve his clients.

Doug earned his Bachelor of Arts in Economics from Rutgers University. He is committed to continuous education and personal growth, ensuring he delivers the most up-to-date and comprehensive solutions to his clients.

When not working, Doug can be found spending quality time with his wife, Taylor, and their daughter, Ember. He enjoys various outdoor activities, including hiking, traveling, surfing, and relaxing on the beach.

If you are looking for a collaborative, experienced, and knowledgeable financial planner, Doug is the perfect partner to guide you on your financial journey.