Doug Sulenta

As a member of the client service team, Doug works closely with clients and advisors to help ensure a smooth and efficient experience throughout every stage of the process. Doug assists with account administration, investment and retirement account transactions, client service requests, and ongoing account maintenance. He also coordinates with custodians, mutual fund companies, and insurance providers to help address client needs and facilitate timely processing of requests. His goal is to provide responsive, detail-oriented support so clients can feel confident that their financial affairs are being handled with care and professionalism.

Outside of the office, Doug is a proud father of two children, ages 13 and 15. Much of his family time is spent attending youth sporting events and cheering from the sidelines. He also enjoys firing up the barbecue and gathering with friends, as well as spending time at the beach with family and friends whenever the opportunity arises. These experiences help keep him grounded and reinforce the importance of relationships, community, and making the most of time with the people who matter most.