Doug is Chief Executive Officer and a Principal at ProCourse Fiduciary Advisors, LLC. From his beginning as an Investment Advisor Representative to now, as CEO, client service has been of the utmost priority for him, serving as a significant draw to creating an independent investment advisory firm. He understands how the intricacies of company plans are different from that of individual clients. The mastering of these complexities are what makes ProCourse the best fit for institutional clientele.
He graduated with his BA in Accounting at Northern Kentucky University. Doug is a member of both the American Institute of Certified Public Accountants and Plan Sponsor Council of America’s Research Committee. He serves on the Non-profit Board of Directors at Aspire Indiana, whose mission it is to offer a comprehensive community mental health center serving adults and children of central Indiana. Doug lives in Carmel with his wife and twin son and daughter.
› BA, Accounting, Northern Kentucky University
› Certified Public Accountant (CPA), Ohio
› Member, American Institute of Certified Public Accountants
› Investment Advisor Representative
› Accredited Investment Fiduciary Auditor (AIFA®) designation
› PLANSPONSOR Retirement Professional
› Member, Plan Sponsor Council of America’s Research Committee
› Board Member, Aspire Indiana
› Board Member, Indiana Chamber of Commerce