Doug has been in the financial services industry since 1993. He has a degree in Economics from The University of Texas at Austin and later studied at University of Houston’s MBA Finance program. His business focus is to provide a high level of experience and customer service for his retiree, pre-retiree and business owner clients. He is instrumental in portfolio strategies and design and is a regular speaker at practice client events. Doug is a former Chamber of Commerce President and over the years has been very involved in his church, youth sports organizations and community. He lives in Friendswood with his wife Gina and 3 children Wes, Bryce and Camryn and his hobbies include golf, tennis and anything outdoors.

Professional Registrations and Licenses:

Series 7, General Securities Representative
Series 63, Uniform Securities Agent State Law
Series 65, Uniform Investment Advisor
Texas Life, Accident & Health Insurance License

Shelley has been working in the financial services industry since 2001. Prior to joining Wells Fargo Advisors Financial Network, Shelley worked for Smith Barney and Merrill Lynch. Shelley focuses on client communication, event organization and semi annual review processing. Shelley has a degree from The Ohio State University and lives in Galveston.

Beth has twenty-five years of experience as a client associate in the Financial Industry, beginning in Lafayette, Louisiana. She joined Wells Fargo Advisors Finet in 2020. She is a 1985 graduate of the University of Southwestern Louisiana with a degree in Finance. Beth, an avid tennis fan, husband Peter and son Andrew reside in Friendswood.