Doris spent over 25 years in the financial services industry. Over the course of her career, she has enjoyed honing her skills in Business Development, Marketing, Management, Client Education and Client Services. As our Director of Marketing, she enjoys focusing her expertise, which allows us to reach and help more families transition to a stress-free retirement. One of Doris’ favorite aspects in this role is teaming up with our Client Event Coordinator, Carty Burleigh, and creating memorable events for our wonderful clients. Doris is blessed with an amazing family and enjoys spending as much time with them as possible experiencing whatever adventures may come their way.
