BCG Wealth Advisors
In one word, Doug describes BCG&Co. as ... “Integrity.”
Doug has over 22 years of tax and financial service experience working with closely-held business owners, business managers, corporate executives, retirees and high net worth individuals (HNWI).
Doug’s broad background as a CPA gives him the distinctive ability to understand how tax and financial issues affect one another. This advanced knowledge sets him apart from conventional wealth advisors, in that he is able to help clients achieve their financial goals, while keeping an eye on tax minimization, and formulating a plan that is practical and achieves the desired outcomes.
Doug brings attention to detail to each client’s uniquely complex and sophisticated needs. Building upon an extensive business advisory background, Doug is focused on quality of service in all areas of private and business wealth management.
Through his work at both national and regional CPA firms, Doug acquired a robust client management background in tax consulting, planning, compliance, and financial and estate planning. This foundation of expertise served as his springboard into his particular area of interest – with a drive and dedication to advise those with high wealth, high income, and the emerging affluent.
Doug provides expert advice to help individuals and families achieve their goals and protect their assets. His passion stems from his ability to provide clients with personalized solutions based on their individual needs, and taking clients through a thought-provoking ‘process of discovery.’ This individualized process incorporates planning for personal goals, retirement, wealth preservation and enhancement, wealth transfer and estate planning.
Doug is a Certified Public Accountant and a FINRA Registered Representative with the Series 65 license. He is credentialed as a Personal Finance Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA), and is a licensed Life and Health insurance agent in the state of Ohio. He attended Miami University and received a Bachelor of Science degree in accounting and finance. He furthered his education at the University of Akron, where he earned a Master of Taxation degree.
Professional Associations and Leadership
As Chairman for Mobile Meals Foundation, as well as a Treasurer for Keep Akron Beautiful, Doug places high value on involvement within his community. He is also a current member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants Ohio (OSCPA). He is also an active coach for the Copley youth travel baseball team.
Who is Doug outside the office?
Doug resides in Copley with his wife, Jeanne, and their 2 children.
He grew up in… Youngstown
Spends his time… golfing, coaching baseball, and doing yard work.
Roots for… Pittsburgh – Steelers, Pirates, and Penguins
Favorite vacation spot… Charleston, South Carolina