Doug knew before he graduated from high school that he’d eventually become a financial advisor. Why? He thinks there’s nothing more rewarding than gaining an understanding of a situation—clearly defining the goals and objectives—and simplifying things down to the most critically important components. Just like he did for Anne, helping to make all the pieces of her multi-million dollar estate feel less like a puzzle.

Anyone who knows Doug will attest to his passion for investing, financial planning and helping others. As Vista’s Chief Executive Officer, he often heeds the advice he likes to give others:

This perspective gave him the confidence in 2001 to start Vista during the bursting of the tech bubble, and is why he works hard to maintain family traditions (like making chocolate-chip pancakes every Wednesday morning for his three boys).