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Experience

Douglas is a manager in the wealth management practice at Plante Moran. He specializes in serving ultra high-net-worth and family office clients— providing investment consulting services, wealth transfer consulting, and income tax planning. More recently, Doug has worked with a number of clients in preparation of substantial liquidity events, both in terms of planning for the event and cash management post-liquidity event. Internally, Doug is a member of the alternative investments committee, and has presented to and consulted with the Firm’s family office service group on multiple occasions. Doug holds a BA in finance from Michigan State University, where he graduated in 2009 with distinction as a Financial Markets Institute scholar.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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