Doug joined Adams Wealth Advisors in 2020 and now serves as a Partner and Senior Advisor. He works closely with clients to develop comprehensive financial strategies, with a focus on delivering thoughtful, personalized plans that align with each client’s long-term goals.
Doug has played a key role in shaping the firm’s financial planning approach, helping drive consistency and collaboration across the team. He is known for his ability to simplify complex planning decisions and guide clients through important financial milestones with clarity and confidence.
Prior to joining Adams Wealth Advisors, Doug spent several years at Fidelity Investments, where he worked with high-net-worth clients and later specialized in retirement planning. In that role, he helped small business owners and self-employed individuals design and manage retirement plans tailored to their unique needs. His experience across multiple financial firms along the Wasatch Front provides him with a well-rounded perspective on planning and client service.
Doug is valued for his collaborative approach and his commitment to helping clients feel confident in their financial future.
Outside of work, Doug enjoys spending time with his wife and their two children. As a family, they enjoy fishing, camping, hunting, gardening, and following sports, specifically the Aggies!