Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Doug is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Fiduciary, with over 30 years of experience in financial and retirement planning. He specializes in tax management as well as preserving income, while still trying to grow investments within his clients’ risk tolerance. To summarize, Doug’s goal is to guide his clients to lower their tax bills, while possibly eliminating taxes on their Social Security, increase their fixed monthly income, and their investment assets. Having all these strategies working together efficiently may provide a more successful and enjoyable retirement. Doug is licensed as a Series 7 and 63 Registered Representative. He is an Investment Advisor Representative with Everest Financial Group, LLC. Doug is Life, Accident and Health Certified. He is knowledgeable with general insurance concepts, insurance policies, provisions, and major tax considerations. Doug is also a Master Elite Advisor with Ed Slott’s Elite IRA Advisor Group. He trains with Ed Slott and his team of IRA Experts on a continuous basis. Doug has access to a vast network of qualified experts in addition to his own extensive knowledge. He aims to be a resource for the many financial decisions his clients need to make.