“How do you go from where you are to where you want to be? I think you have to have an enthusiasm for life. You have to have a dream, a goal. And you have to be willing to work for it.” – Jim Valvano
Doug helps entrepreneurs and families think through liquidity by providing comprehensive financial planning and investment management.
Doug joined Strategies Wealth Advisors in 2020 to lead the Chicago office. Prior to joining the group he was a financial advisor at Merrill Lynch as a member of one of the largest teams in the country. Doug has been in financial services since 2013. He was an Internal Advisor Consultant at Nuveen Investments and Invesco respectively. His first job out of college was in sales and sales management for a start-up called Groupon.
He received his B.A. in history from Lawrence University and was a four-year varsity letter winner in basketball. As co-captain, Doug helped lead his team to three Midwest Conference Championships. Doug currently holds a CFP® (CERTIFIED FINANCIAL PLANNER™) designation as well as a CEPA® designation (Certified Exit Planning Advisor).
Doug grew up in Evanston, IL and currently resides in Chicago with his wife Mary Clare. When Doug isn't playing golf or basketball, you can find him and his wife enjoying all Chicago has to offer.