With over thirty years of experience as an accountant, business owner, and entrepreneur, Doug Vowell has dedicated his career to guiding clients through the complexities of financial planning. His expertise covers a wide spectrum of services, including investment, retirement, estate, and Medicare planning. At the core of Doug’s approach are principles inspired by Warren Buffett’s timeless rules: “Never lose money,” followed closely by the imperative to “Remember Rule #1.” These guidelines are the foundation of his philosophy, shaping the strategies he designs to help clients confidently navigate both bear and bull markets.
Doug believes that effective financial planning requires a keen understanding of market dynamics and a disciplined, long-term perspective. Whether advising clients on risk management or helping them select financial products that align with their unique goals, Doug focuses on preserving and building wealth while preparing clients to make informed decisions even in times of market volatility. His commitment to client education ensures that every individual gains both the tools and confidence they need to secure a prosperous financial future.
