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’s role at Grand Wealth provides daily support for coordinating client service duties. Including, client information management, coordinating client service request and support to our advisory service team. He also assists 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, as a Florida native, he’s a “huge” golfer and water-sports fan. In his free time Doug is simply a family man and enjoys spending time with his wife (Lori), son (Carter) and their Golden Retriever, Cooper. Also in his spare time, Doug is a volunteer at his church and enjoys cooking. You’ll be lucky if you get to taste his famous chicken and shallots dish! When he’s not in the kitchen cooking, you’ll find him enjoying Asian cuisine.
- Bachelor of Science in Finance, Northern Kentucky University