As a Client Service Manager, Doug handles escalated client service and custodian related issues, oversees the Client Service Administrators, and trains new client service associates. He also provides support to the wealth managers, serves as a point of contact for clients, and is responsible for account administration.

Since joining the firm, Doug has held various positions in client service, operations, and trading. His previous experience includes Senior Client Service Administrator with State Street Bank & Trust, and client service positions at JP Morgan Investor Services, as well as in the insurance industry.

Doug earned a Bachelor of Arts degree at Olivet Nazarene University. He is also a graduate of the Cannon Financial Institute Trust School, and has earned his Certified Trust and Financial Advisor designation.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Charitable & Community Involvement

Beverly YMCA – Coaching Boy’s Recreational Basketball

Living Hope Church, Beverly – Teaching Children’s Christian Education