Doug Dyer, CFP®
Senior Partner
BA, Economics and Finance
Cum Laude
University of Texas at Dallas
1984.
PROFESSIONAL DESIGNATIONS:
Certified Financial Planner, CFP®
BUSINESS EXPERIENCE:
June 1996 to Present
Own and Operate Financial Services Business
1984 - 1996
Vice President of Southern Manufacturing and Sales
PROFESSIONAL:
Member, Financial Planning Association
Member, Certified Financial Planner Board of Standards, Inc.
FAMILY:
Doug has one son (Cody) and four step-children (Shantel, Brian, Chelsea
and Emily). He enjoys spending time with his family, hunting, and boating
along with water sports. The most important things in his life are his spiritual
life, family and clients.
BUSINESS PHILOSOPHY:
"YOU, the client, are the main focus of my business practice. As a Money Matters financial advisor, my role is one of an advocate for you and your family or business. I believe that you will benefit from meeting with me in one of two ways. Firstly, if you have already done some planning through an advisor or on your own, you will get independent confirmation that you are in good shape. Secondly, if that is not the case, you may learn of some options available you may have not yet considered." -- Doug Dyer