Doug joined Grand Wealth in 2012, bringing his client service skills, financial analysis experience, and upbeat attitude to our team.
“I love talking to people,” says Doug. “I’m energized by individuals and groups – anything social. I like to be the one who pulls everything and everyone else together.”
Doug and his colleague Nicole Lam collaborate on providing daily service and support to our financial advisors as well as participating in direct client care. Together, they also assist with investment portfolio administration, and a range of special projects aimed at adding value to our client experience.
Before joining Grand Wealth Management, Doug was an associate at Legacy Trust, where he gained trust servicing experience. He also served individual and institutional clients while at Fifth Third Bank and the Cincinnati office of Legg Mason Investment Counsel.
Doug’s personal interests are also eclectic. A Florida native, he’s a “huge” golfer and water-sports fan. He’s a family man with a wife, son and Golden Retriever, and he is a volunteer at his church. He also enjoys cooking; Asian cuisine is his favorite fare.
- Bachelor of Science in Finance, Northern Kentucky University