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DOUG OOSTERHART, CFP®
Founder
Over the better part of a decade, I've had the privilege to work with a variety of clients, ranging from millennials just starting their careers to multi-generational nine-figure business owners and families. Having thousands of client meetings has shown me that financial planning is complex, but the process doesn't have to be intimidating or overwhelming.
I began working in financial services in early 2013 as an insurance agent while getting my degree in Finance from Michigan State University. I then developed a passion for financial planning, but felt that there was a disconnect that left the client questioning a couple of things: How does this advisor get paid? Is this advisor obligated to work in my best interest (fiduciary)? With those questions in mind, I started researching business models and concluded that to best serve my clients, starting an independent Registered Investment Adviser was the best option. During that time, I also earned my CFP® designation and am among only 5.4% of CFP® Professionals under the age of 30.
I am dedicated to serving clients to and through their biggest decisions while aligning money with life to make work optional.
Being an extroverted introvert (and nerd), when I'm not perfecting financial plans, you can find me binge-watching Netflix shows, reading non-fiction on personal growth and business, attempting to keep the golf ball in the fairway, and searching for the best BBQ across the country.
