Doug is joining the team with a background in Alternative Investments, Wealth Management & Insurance Solutions. Prior to joining Perch Wealth Management, he was the Director of Business Development for 1031 Exchanges at an alternative investment firm. Doug also worked as a wholesaler for Cantor Fitzgerald where he provided the marketplace with Non-traded REITs, DSTs & Opportunity Zones. For the first time in his financial services career, he came across an investment solution he is truly passionate about, DSTs. This turnkey solution is an incredible opportunity for investors who may not have the time, energy, or real estate expertise to find and/ or manage a replacement property.
Doug received his bachelor's degree from Western Michigan University and holds FINRA licenses Series 7, 63, 65 & 24. He currently resides in Orange County, CA.
In his free time, Doug enjoys visiting the beach and trying different wineries up and down the California coast.