Senior Partner
Education:
B. S. Business, Indiana University - 1986      
- Top 20 Business School (Bloomberg Business Week 2011)
CFP®, Certified Financial Planner - 2000
ChFC, Chartered Financial Consultant - 1998
CLU, Chartered Life Underwriter - 1997               

Business Experience:

2009 – Present Senior Partner of Money Matters with Ken Moraif

1996 – 2009 Financial Adviser with Eagle Strategies LLC

1986 – 1996 Registered Representative with NYLIFE Securities LLC

Professional & Community:        

Texas Monthly – Five Star Wealth Manager 2011

Member, Financial Planning Association                               

Past Member, Million Dollar Round Table

Past Chairman, Finance Committee HGBC

Past Member, Dallas Estate Planning Council

Family:
Doug and Susan married in 1994 and live in Plano, Texas.  They have two children, Brett (12)and Lindsay(11).
Doug enjoys golf, biking, running and spending time with his family.

Business Philosophy:
Doug takes great pride and satisfaction in helping his clients endeavor to achieve their financial goals and objectives. As their Financial Adviser, he especially appreciates the ongoing relationships he shares with each client and hearing updates on their lives. He strives to provide outstanding service to all of his clients each and every day. “It’s very satisfying to get to know each client personally and to help them navigate financially in an effort to reach their goals."

Third-party ratings are no guarantee of future investment success.  Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.  A more thorough disclosure of the criteria used in formulating Five Star rankings will be provided upon request.

Contact:
Email
469-246-3611
469-246-3698 (Fax)