About Douglas
Helping clients filter out the noise and determine what really matters is the most rewarding part of Doug’s work. Recognizing the emotional toll that financial concerns can have on individuals, Doug makes it his mission to provide peace of mind through thoughtful planning and education. Doug utilizes his robust knowledge of tax-related matters when building financial plans for clients and guiding them through the tax complexities involved in divorce planning, business transitions, and charitable giving.
A Missouri native, Doug grew up in Brookfield and moved to the Kansas City area in 1981. In his spare time, he enjoys traveling with his family, which includes his wife, Sara, and his daughter, Madison. He met his wife while on a scuba diving boat excursion in the Bahamas, and scuba diving is one of their passions.
Education and Professional Milestones
- University of Missouri - Bachelor of Science in Business Administration with an Emphasis in Accounting
- Founded Madison Wealth Advisors in 1999 and served as the firm’s Managing Member
- Has practiced as a CPA for 40 years and operated his own CPA firm from 1994 to 2019
Helping clients filter out the noise and determine what really matters is the most rewarding part of Doug’s work. Recognizing the emotional toll that financial concerns can have on individuals, Doug makes it his mission to provide peace of mind through thoughtful planning and education. Doug utilizes his robust knowledge of tax-related matters when building financial plans for clients and guiding them through the tax complexities involved in divorce planning, business transitions, and charitable giving.
A Missouri native, Doug grew up in Brookfield and moved to the Kansas City area in 1981. In his spare time, he enjoys traveling with his family, which includes his wife, Sara, and his daughter, Madison. He met his wife while on a scuba diving boat excursion in the Bahamas, and scuba diving is one of their passions.
Education and Professional Milestones
- University of Missouri - Bachelor of Science in Business Administration with an Emphasis in Accounting
- Founded Madison Wealth Advisors in 1999 and served as the firm’s Managing Member
- Has practiced as a CPA for 40 years and operated his own CPA firm from 1994 to 2019