“lt is my pleasure to serve your retirement and investment planning needs and those of your fellow educators and support personnel. As a practicing Certified Financial Planner, l have a keen interest in helping you maximize your tax savings and retirement resources, and have the financial products
and services to help make it happen.
“My knowledge of PSEA, The Public School Employees’ Retirement System (PSERS), and the needs of the educational community can work to your advantage as we plan for the retirement lifestyle of your dreams. The PSEA endorsement of Kades-Margolis as the exclusive marketer of tax-sheltered
retirement planning services is your assurance of outstanding products and service.”
Doug has earned the CFP designation. He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer. He is separately licensed to offer annuities and life, accident and long-term care insurance.
Doug has been active in his local community by serving on the Boards of Directors of the Oil City Chamber of Commerce, YMCA, United Way and Salvation Army. He enjoys running, golfing and “quality time” with his teacher wife, Bonnie, and their three children.
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