Doug Carroll, BBA, JD, LLM(Tax), CFP^®, TEP, RIS

Skilled in the implementation of tax, estate and financial planning strategies that help people convert wealth into wellbeing. Provides practical professional insights that expertly guide clients and advisors, with qualifications and experience in trust and estate law, personal and small business tax, insurance and investments, and financial planning. Draws from cross-functional technical expertise to methodically identify issues, filter relevance, set priorities and drive action, all the while communicating complex information and concepts in plain language.