Doug started his career in the financial services industry in 1983 and has held the Chartered Financial Analyst designation since 1987. In 2005, Doug formed his own investment advisory firm, which, in 2013, merged into Avant-Garde Advisors, one of two companies that formed WealthSource Partners. Doug enjoys providing objective investment management and legacy planning advice.
Formerly a Portfolio Manager with Wells Fargo’s Private Asset Management group, Doug also managed fixed income portfolios for United Capital Management, a subsidiary of Norwest Bank Minnesota. Doug believes in active management, i.e., managing investment portfolio risk exposure based on what’s happening in the market now. “Volatility” creates risk and opportunity in the financial markets and Doug believes that being on the right side of volatility is the key to successful active management.
In addition to being a charter member of Grand Junction’s Horizon Sunrise Rotary Club, Doug has also sat on a number of boards in the Grand Valley, including the Colorado Mesa University Foundation (Past President), the Museum of Western Colorado, the ministry of Go-El, Caprock Academy’s Long-Term Planning Committee, Messiah Lutheran School’s Parent-Teacher League, and the Palisade High School Community Advisory Council. Doug is married to Chris, a D51 special education teacher and coordinator.
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FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.