Experience

Doug’s educational background includes both a BBA and MBA in Banking, Finance, & Investments from Hofstra University. His professional designations include the coveted CERTIFIED FINANCIAL PLANNER™ title, which he has held since 1988, as well as the Chartered Advisory in Philanthropy certification.

Originally from Long Island, New York, Doug and his wife Cindy moved to South Florida in 2006; where they currently live in beautiful Jupiter. Their six children, daughter-in-law, and grandson all reside in the Palm Beach County area. Doug and his family have been involved in numerous charitable activities over the years, focused primarily on orphans and children in-need, both here in the US and around the world.

Born and raised in South Florida, Steve has an appreciation for the region and its diverse people. Steve received his Bachelor of Science in Finance at Palm Beach Atlantic University in 1995. He also holds a Master of Biblical Studies degree from Moody Bible Institute, graduating in 2014. In addition to his registrations, Steve also holds the prestigious CERTIFIED FINANCIAL PLANNER™ title. 

Steve is the pastor of Family Church Jupiter. He also serves on the boards of Palm Beach Atlantic University and Palm Beach County Fellowship of Christian Athletes. Steve is married to his college sweetheart, Apryl and they have three children (Hannah, Abby, and Emma) and one son-in-law (Jake Zimmerman).

Originally from the Philadelphia (Pennsylvania) area, Ryan earned his undergraduate degree and MBA from Palm Beach Atlantic University.  Ryan obtained his CERTIFIED FINANCIAL PLANNER™ certification and is FINRA-registered holding his Series 7, 63 and 65 securities licenses, as well as licenses for life, long-term care, fixed and variable annuities.

Ryan and his wife Lauren have two daughters, Ella and Piper, as they reside in North Palm Beach, Florida. They are an active family that enjoys everything the South Florida lifestyle has to offer. They are involved locally with various charitable organizations and active in the local community, including Family Church where they attend.

Kathy Leavey was hired by Financial Advisory, Douglas Twohill, in 1998 as the two have worked together since. A partnership built on shared values and a commitment to excellence; Kathy has always delivered on these principles. When Doug moved his practice from New York to Florida in 2007, and later to UBS in 2014, Kathy followed suit. Kathy has assisted Doug’s clients for more than two decades, and greatly enjoys helping clients with each financial goal they set. Kathy is fully registered, having earned her Series 7 and 66 licenses.

Originally from Long Island, New York, Kathy currently resides in Wellington, Florida with her husband. Her two adult children live locally and she enjoys being an active part of their lives. Kathy is very involved in her local church, volunteering weekly. A gifted baker, Kathy often brings cakes to the office, which her co-workers greatly enjoy. Kathy enjoys decorating for each holiday/season, adding a ray of festive cheer to the office.

Mason has always called the Sunshine State home, as he was born and raised in South Florida. Staying local for college, Mason graduated from Palm Beach Atlantic University in 2021 earning a Bachelor of Science in Finance. Shortly after graduating, Mason started his career, gaining valuable knowledge in Accounting, Private Banking, and Wealth Management. Driven by a passion to assist clients, Mason joined the team in 2024. Currently, he holds his Series 7 & 66 licenses.

While at Palm Beach Atlantic University, Mason started dating his wife, Kelsey, as the two have been inseparable ever since. Mason and Kelsey live in West Palm Beach, Florida and just recently added their newest family member, Olive Boudreaux, in December 2024. Mason is actively involved in his local community, as he serves at Family Church Downtown. Outside the office, Mason enjoys working out, spending time with family, and playing sports.