Doug joined CenterPoint Financial Group in December 2016 and works alongside Nate to lead our team in providing tailored financial guidance for clients. With over two decades of experience working in the financial services industry, he is knowledgeable in comprehensive financial planning services. When working with families and individuals, Doug thoroughly evaluates each client’s specific situation in order to properly implement a financial strategy that aligns with their needs and goals.
Before joining our team, Doug was a registered representative at Mutual of Omaha. He previously worked for Lincoln Financial Group, holding several roles. He earned a bachelor’s degree in business administration with an emphasis in finance from Doane University. Doug is a Certified Financial Planner™ Professional. He holds his Series 7, 6, 63 and 65 securities licenses along with life and health insurance licenses.
When he’s not in the office, Doug enjoys golfing and spending time with his family. Originally from Superior, he lives in Omaha with his wife, Beth, and their children, Tyler and Paige.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.