About
The kind of advisor I became is a direct result of the person I had to become to get here.

Chapter I
I joined the profession in 2015.
I didn't plan to specialize in financial planning. After studying finance at Colorado State and selling my stake in a tech startup, I was looking for what came next. What drew me into this profession — and kept me here — was what you gain access to when someone trusts you with their full financial picture: what they've built, what they fear, and what they can't quite name.
I was drawn immediately to the philosophical side of this work. Money not as the goal, but as the tool. The question I kept returning to: a tool for what?
Chapter II
In my first marriage, money was a source of constant friction. My sense of worth was tangled up in what I earned, and instead of addressing it honestly, I carried resentment I couldn't name. The divorce in 2019 was the lowest point of my life.
My therapist offered a reframe that changed everything: the darkness you're sitting in is a signal — not of an ending, but of a self that needed to be let go.
That's when the real work began. I learned to name what I was feeling. I learned that honesty — with yourself, with the people you love — isn't weakness. It's the whole thing.
I've watched clients go through versions of this same reckoning. Most are couples finally aligning money with shared values. Others are navigating this chapter on their own — by choice or by circumstance — and meeting their finances honestly, sometimes for the first time. What they share is the same inflection point I had: the moment where the old story stops working and a better one becomes possible.
Chapter III
I'm remarried and happier than I thought possible. My wife Hayley and I identified our individual values and then our shared ones — those have become our north star. When your spending and your schedule reflect your actual values, the noise of everything you should want falls away.
We're a blended family of six in Parker, Colorado — paddleboarding, hiking, skiing, and newly obsessed with pickleball.

Transparency
Financial Thinking Partner is my registered investment adviser: flat-fee planning and investment management, fiduciary in all things.
Annuity Strategy Center is my insurance agency: education-first annuity work, where the insurer pays me a one-time commission if someone chooses to buy.
I keep them separate on purpose, and I disclose how each one pays me, because I'd rather over-explain my compensation than have you ever wonder about it.
Credentials
CERTIFIED FINANCIAL PLANNER™, the highest standard in the profession.
Legally required to act in your best interest. Always.
Protection planning as part of a complete picture.
Serving clients nationwide.
Talk to Doug — 30 minutes, complimentary.