Doug has more than 25 years of financial services experience and focuses on asset management services, retirement planning and investment planning. He has earned the Chartered Retirement Planning Counselor℠ designation* and is dedicated to helping his clients accumulate, preserve and distribute their wealth while providing unmatched personal service.

Prior to forming Private Wealth Partners in 2005, Doug was a Vice President – Investments at Legg Mason Wood Walker and a registered principal at Royal Alliance Associates. He has spent his career helping affluent families and business owners plan for and pursue their retirement goals. Doug holds a bachelor’s degree in business administration and finance from Salisbury University and has served on the university’s board of visitors. He is a member of the Perdue School of Business Department of Economics and Finance Advisory Council and serves on the business school’s Alumni Advisory Board. In addition, he is a member of the Heritage Foundation, the Cato Institute, the Oriental Institute at the University of Chicago and he has served on the Board of Directors of Maryland Therapeutic Riding. Doug, his wife, Amy, and children, Sarah, Abigail, and Daniel, reside in Annapolis, where Doug is a parishioner and lector at St. Mary’s church.