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After more than 15 years in financial services, I have had the privilege of guiding hundreds of families toward their vision of wealth. My approach is simple: treat every client as family, every dollar as sacred, and every plan as a promise.

Based in Woodland Hills, California, I serve clients nationwide who share a common goal.

Married to Andrea L Douglas, who is also a Financial profession...

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sep 16 2026 ∞
sep 16 2026 +