Experienced HECM Advisor at The Federal Savings Bank, Doug leverages 20+ years in financial services to empower partners. Formerly COO in high-tech manufacturing, Doug transitioned to finance, becoming a Registered Representative and Principal. He now focuses on educating financial professionals about impactful, underutilized financial tools.
Doug and his team develop fiduciary-specific programs to boost partner revenue, primarily serving national/regional insurance agencies and agents. A DePauw University graduate and former wrestling captain, Doug brings leadership and dedication to his role.
Based in Northeastern Ohio, Doug is an avid fly fisherman, triathlete, coffee roaster, and hot sauce enthusiast. The Preferred Client Group, now part of The Federal Savings Bank, serves clients nationwide.