Doris joined the team with over 20 years of experience as a business owner in the financial services industry. Throughout her career, she has worn all the hats necessary to run and grow a business. As our Director of Marketing, she focuses her expertise on helping us reach and assist as many families as possible so they can feel confident and successful in their retirement investment strategies. Doris loves spending time at home and on outdoor adventures with her husband and sons, along with their most recent family additions, their Boston Terrier and Bernadoodle puppies!
