Doug is a Partner and serves as a Certified Public Accountant / Financial Advisor since joining the firm in 2007. He works out of our Celina office and is part of the accounting, financial services, leadership, marketing and technology teams. He specializes in providing the following services:
- Design and implementation of tax planning strategies for business and individuals as well as business formation and start-up assistance
- Accounting software training and assistance including QuickBooks, Peachtree and others
- Specialization in Sales and Use tax including identification of exposure and assistance with resolutions
- Assisting clients in in the formulation and implementation of a comprehensive financial plan
Doug is a graduate of Coldwater High School and the University of Dayton. He participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. He is a member of the American Institute of CPA’s and the Ohio Society of CPA’s. Doug resides in Coldwater, Ohio with his wife, Jenine, and have three children.
“The opportunity to help small business owners and individuals achieve their financial goals is the most rewarding aspect of my position.”