Doug brings more than 40 years’ experience to advising high-net-worth individuals, families, foundations, and corporate entities. Doug works closely with the firm’s investment and planning team to develop and implement customized strategies with the highest level of client service. Pursuing a comprehensive planning approach, Doug ensures that clients’ legacy intentions are reflected in their overall estate planning strategies.
His diverse background includes deep experience in wealth planning, commercial banking and sophisticated credit structures, including commercial real estate, custom mortgages and life insurance premium financing structures. Doug is a proud graduate of Iowa State University with degrees in business and economics.
Doug is an avid golfer, loves to travel and spends as much time as possible with his kids and grandkids at their cabin in northern Minnesota.
