Doug's personal commitment is to assist each client by helping define their specific needs, and making recommendations for financial solutions to fulfill their individual goals and objectives. He believes he has the ability to develop deep relationships with clients with the intention of helping them throughout their lives.
His target market are individuals and families looking for an advisor that can assist with almost all aspects of their financial planning/lives, knowing they will get advice that serves them well.
Doug has been an advisor with The Bensman Group since 1992, a financial services firm that looks to the marketplace to find appropriate solutions for each client. Their practice areas include financial planning for investment, estate, retirement and income distribution, college 529's, and charitable/philanthropic planning. They can assist with insurance and risk management in the areas of personal insurance (life, disability, long term care), individual (auto/home/umbrella) and commercial property and casualty insurance, as well as corporate benefits.
Education, Designations, Licenses, and Organizations
Doug earned his B.S. degree from the University of Illinois, Champaign-Urbana, Illinois.
Doug holds Investment Company Products/Variable Contracts Limited Representative (Series 6); General Securities Representative (Series 7); Uniform Securities Agent State Law Examination (Series 63); and Uniform Investment Adviser Law Examination (Series 65).
Doug resides in Wilmette, Illinois with his wife and three children. Doug is an Ironman Triathlete and also enjoys family, travel, golf and water/snow skiing.