Email Address
EmailOffice Number
(919) 669-5197About Me
Doug has been actively engaged in the financial services industry for over 25 years. Doug has a J .D. and a Masters in Legal Taxation from Georgetown University. He is also a Certified Public Accountant and had his own practice for over 13 years. He is a member of the Million Dollar Round Table (MDRT) and holds the Chartered Life Underwriting certification.
Drawing upon his extensive educational and professional training and experience, Doug specializes in comprehensive Wealth Management planning services for individuals along with company Retirement Plans. His personal attention to each client’s unique needs and his firm belief in financial independence for his clients sets him apart from many in the financial industry.
Address
190 Top Chord Way
New Hill, NC 27562
Licenses
- S7TO, 63, 65, SIE
Email Address
EmailOffice Number
(614) 879-4637About Me
Don is an Investment Advisor with EBNER Financial Group. He has a BS in Electronics Engineering and has 25 years of investment experience. Don specializes in the analysis, design, and implementation of investment strategies and retirement programs for both corporations and individuals. He works closely with every client to fully understand their needs and develops a financial strategy to meet these requirements. Don utilizes excellent technological tools to offer clients performance reporting, investment research, account monitoring, and asset allocation in easy-to-understand formats. He also owned and managed a successful consulting businesses for over 12 years. His entrepreneurial experience has allowed him to obtain great knowledge and understanding of small business ownership and operation.
Address
165 Dogwood Ct.
West Jefferson, OH 43162
Licenses
- Series 63, 65, 7TO, SIE