Designations and Licenses

Doug is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary^®.

Experience and Education

Doug helps clients identify their priorities and develops wealth management plans to help them reach their goals. He has extensive knowledge investing in capital markets throughout various economic and business cycles. Prior to joining Mariner, he worked with First Western Trust and Halbert Hargrove Global Advisors.

He has a bachelor’s degree in economics from Colgate University, and an MBA with a concentration in finance from Pepperdine University.

Personal Interests

In his free time, Doug enjoys outdoor activities in Colorado including golf, skiing, mountain biking, climbing (rock & ice) and fly fishing.