Doug started his career at Truliant Federal Credit Union in 2007. After obtaining securities registrations, he joined Truliant Financial Advisors in 2009. Since then, he has used his knowledge and experience to help Truliant’s member-owners meet their personal financial objectives.
Focus Areas
Doug provides professional planning assistance, suitable financial products and dependable service. He takes the time to understand the needs and objectives of his clients and offers comprehensive strategies that address a variety of needs including long-term investing, investment management, retirement and income planning, life insurance, and long-term care options.
Education and Experience
Doug graduated from Guilford College with degrees in history and secondary education. He has the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Doug is registered to sell securities and is a licensed insurance representative with life/health, variable/fixed contract and long-term care/Medicare Supplement certifications.