Doug joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as a Partner and Wealth Advisor at Waverly. Doug started in the industry in 1994 with IDS Financial Services which eventually became Ameriprise. His primary focus has always been working with clients near or in retirement and helping them develop a solid retirement strategy. Doug enjoys working with executives who have complicated executive compensation planning issues and helping clients realize their financial dreams.
In his free time, Doug coaches high school baseball, enjoys fishing, traveling and spending time with family and friends.