Consistent growth is crucial to the success of any business. However, most financial advisory firms lack the time and resources necessary to execute strategic growth. There is one growth strategy that completely changes the game: outsourcing.Whether it’s contracting workers or partnering with an external company,
Doug joined tru Independence 6 months after launch. He recognized the value of the business model and the unparalleled feeling of freedom attached to leaving a corporate structure and being the owner of one’s own firm. Doug sees tru as the place where an advisor can grow their business “their way”. He believes tru’s model of allowing advisors to maintain 100% control of their business, while utilizing tru’s unique blend of talent, cutting-edge technology and support, is the future for independence in the industry.
Doug is responsible for Business Strategy, Development and Relationship Management. He manages and administers tru’s and client’s payroll, HR and outsourced HR. Doug spent more than 20 years in the mortgage industry, where he managed annual loan originations of over $1bn. He is bringing his decades of expertise to build a mortgage platform for tru clients.
Doug is a builder and his passion is building new solutions and long-lasting relationships for advisor clients. Doug believes his contributions at tru have helped to shape the company culture of enthusiasm and support for advisors, their growth, and their independence.
Doug is mortgage and insurance (life and health) licensed. He graduated from Lewis and Clark College in Portland, OR with a BA in History.
Doug is the quintessential family man. He lives with his wife and sons near his mother and siblings and enjoys spending time with all of them. He and his wife can often be found cheering at their sons’ sports teams. Doug is also an avid golfer and occasionally competitive, Masters Level, basketball player.