Doug entered the financial services industry to help people secure their future and protect the ones they love. He specializes in customized financial planning for individuals and small businesses. His practice primarily focuses on delivering exceptional service and planning for medical professionals and small business owners. Doug is passionate about building relationships with his clients and helping people find financial freedom.
He began his career with New York Life in 2001 after graduating from Eastern Kentucky University with a Bachelor’s of Science, majoring in Psychology and minoring in both Business and Chemistry. He managed a successful practice for 14 years in Lexington, Kentucky. In January 2015, he moved to Nashville, Tennessee and joined Capital Financial Group. He was attracted to the growth and dynamic energy of Nashville and was excited to challenge himself and have his passion and performance rewarded.
In May 2016, Doug joined Wellness Financial Advisors, a collaborative team of other tenured, talented advisors and licensed staff. Wellness Financial Advisors offers superior staff, over 30 years of industry experience, and a unique understanding of the needs of medical professionals. He is excited to work alongside exceptional people and be empowered to reach his professional and personal goals.
Doug enjoys live music, playing golf, working out, and attending sporting events. He cheers for the University of Kentucky Wildcats, the St. Louis Cardinals, and the University of Southern California Trojans. He also enjoys visiting family and friends in his hometown of Henderson, Kentucky. He proudly co-founded and supports the C. Todd Riley Foundation in Lexington, Kentucky, providing educational scholarships in memoriam of his dear friend. He is also involved with Junior Achievement of Nashville.
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