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Our Team

Email Address

Email

Office Number

(919) 669-5197

About 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

Email

Office Number

(614) 879-4637

About 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

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