Ranked as high as #5 in the world among players age 35 and older, Dougal likes to play a few sets of tennis most mornings before arriving at the office. Starting the day this way gets him in the right frame of mind to do what he does best: provide sensible, straightforward investment advice. What does he find most rewarding about being a financial advisor? Making a difference. He often recalls the time he sat at Bill and Linda’s kitchen table and heard Bill say that if he hadn’t taken our advice, he’d be miserable, working for half the salary, and never able to retire. That’s a compliment too powerful to forget.

When it comes to managing a client’s life savings, he abides by the best piece of advice ever given to him:

Dougal thinks the ideal way to alleviate a client’s stress is to ask the right questions and then just listen. For his own relaxation, Dougal can often be found listening to his collection of vintage jazz vinyls, or on the tennis court—undoubtedly taking instruction from one of his three little girls.