Franklin, TN Meeting: In-Person Only

I'm Doug and I exist to help you pay less to Uncle Sam and build your families net worth. I've always had a passion for money, investing, and strategic tax panning. I knew from a young age that I wanted to be proficient with money to create a successful life for my family. Over the past decade I have developed a highly unique skillset that enables me to create bespoke planning solutions which span all areas of financial planning. Today, I deliver these planning solutions to my clients to ensure neither short term objectives or long term financial stability are sacrificed.

I was born in Rochester NY and moved to Nashville TN in 2013, and now live in Nolensville TN with my high school sweetheart Jenny, our kids Scarlett and Jack.

Schedule a FREE phone consultation with me to learn more!

Licensing & Credentials

EA - Enrolled Agent CFP - Certified Financial Planner

Services Offered

Accounting/Bookkeeping Payroll Sales Tax Insurance

Tax Specialties

Small Business