Doris recently joined our team and brings with her 20+ years of experience as a business owner in the financial services industry. Over the course of her career, she has worn all the hats needed to run and grow a business. As our Director of Marketing, she will focus her expertise to enable us to reach and assist as many families as possible so they can be confident and successful in their retirement investment strategies. Doris’ first love is spending time with her family. Whether at home or on some outdoor adventure, there is never a dull moment with her husband, sons, and their most recent family additions, their Boston Terrier and Bernadoodle puppies!
