- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- FINRA Series 6, 7, 63 and 66
- Life, Health, and Long-Term Care Insurance Licenses
Doug grew up on a dairy farm in Idaho where he learned the ins and outs of building a business through hard work and accountability. He ultimately landed in Des Moines, IA, to play baseball at Grand View University, where he met his wife, Madeline. They now reside in Ankeny, IA, and have three children – Ripken, Roman, and Remington. Doug enjoys being very involved with Ripken’s hockey/baseball programs and looks forward to supporting Roman and Remington’s developing passions in life. Outside of Benson Wealth Management, Doug also started a non-profit youth hockey organization called the Team Iowa, Renegades. In typical Doug fashion, when he saw an opportunity for improvement of youth development in Des Moines hockey, he pounced. Started in 2021, the organization has grown to support 30 kids. Doug’s hobbies include hunting in various areas of the country, spending time on their farm, CrossFit, Hope Ankeny, and spending time with his family and friends.
Background and Expertise
Doug has been in the Financial Planning business since 2010, quickly creating one of the fastest growing and respected firms in the country. The team he has built is award winning. He spends most of his time meeting with physicians, business owners, executives, and folks in the agriculture industry. He believes what sets us apart is our commitment to our clients which means his team continues to educate themselves to stay on the cutting edge of financial planning, being the center of our clients’ financial lives, and being available to meet regularly to stay up to date with our clients as things inevitably change.
When you meet with Doug and our team, you can be confident you’re going to meet with a knowledgeable and respected firm, who cares enough to take a close look at every aspect of your life, finances, and business. After we have a clear understanding of this and what you’re trying to accomplish, we are going to create a comprehensive financial plan which encompasses every aspect of planning along with mathematics to support any strategies we recommend. Our goal is to make the complex simple and empower our clients with education so they can make more intelligent decisions.