Experience

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.  When away from the office, Doug enjoys spending time with his family, playing pickleball and learning to play guitar.

Doug serves the community as an office coordinator for Meals on Wheels, volunteers with Mobile Loaves & Fishes and is an active member of Freedom Church.

Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family.