Knowledge

Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and, in 2012, was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky.

Doug is an active member of New Hope Community Church and provides financial consultation to underprivileged families.  He is the office coordinator with Meals-on-Wheels and enjoys supporting Mobile Loaves & Fishes.

John's experience with credit compliment his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals.  He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 6, 7, 63, and 65 securities licenses, as well as his Life & Health insurance license in Texas.  A graduate from Berklee College of Music, John enjoys attending concerts and appreciates all styles of music.

His volunteer efforts include The Tee First of Greater Austin and Meals on Wheels.  When John is not working he is spending time with his wife and son, and performing with his 12-piece cover band.

Dana began her career in the financial industry in 1984 and has worked in all aspects of the business, including Operations Manager for the Austin Texas branch.  Her extensive experience will enhance the quality of service to our clients.

Dana holds Series 7, 63 and 66 securities licenses as well as an insurance license. Dana is married and has two children.