Doug joined Clearstead in June 2022 with over 10 years of wealth planning and client service experience.  As a Senior Planning Associate in the Private Client Group, Doug is responsible for preparing and delivering net worth reports, cash flow plans, and leveraging his experience with eMoney Advisor to implement and analyze detailed financial plans.  He became a Certified Public Accountant (CPA) in 2014 and earned his Certified Financial Planner (CFP®) designation in 2022.

Doug holds a B.S. degree from Heidelberg University where he majored in Accounting and Business Administration.  Prior to joining Clearstead, Doug worked at a local wealth management firm for 10 years.