While Doug has spent the last 22 years representing Kades-Margolis Corporation and providing financial education and products to Educators and their families, during the first 25 years of his financial services career he provided financial and business planning advice and products to small business owners, medical professionals and corporate executives.
Utilizing the tools, resources and investment products and programs available through broker dealer GWN Securities, Inc., as well as the many diverse insurance, annuity, and long term care programs offered at Financial Independence Group, a large national insurance brokerage firm, I have high quality solutions for most investment, insurance and financial or business planning needs.
Working in harmony with my two business partners Richard Locher, AAMS and Rick Stellfox, CRPC (both experienced advisors with Kades-Margolis) and our administrative staff, I feel confident that we can provide and service a wide range of high quality financial products and give planning advice geared to reaching your financial goals in every stage of your life.
We are committed to doing our very best to thoroughly understand your unique circumstances. We identify both your strengths and potential weaknesses and then recommend strategies and solutions that will help you reach your financial goals, with the least amount of risk necessary.
Contact by Phone