Doug Hodge

“You work hard for your money. I work hard to help you make the most of it.”

I am a dedicated financial planner with 11 years of experience in the financial services industry, including 8 years focused specifically on comprehensive financial planning. I earned both my Bachelor’s degree in Finance and my MBA from the University of Wyoming, and I take great pride in being a first-generation college graduate. Before my career in financial services, I served in the U.S. Army, where I developed the discipline, integrity, and commitment to service that continue to shape how I work with my clients today. I’ve been married to my wife, Megan, for 14 years, and together we share our home with four adopted pets, which reflects the value I place on loyalty, care, and long-term commitment in all areas of life.

I am passionate about providing holistic financial planning tailored to each client’s unique needs and long-term goals. My approach brings together investment planning, retirement planning, tax strategies, estate planning, and insurance planning into a comprehensive and personalized strategy. I believe financial planning is about more than just numbers—it’s about understanding what matters most to you and helping you build a secure and meaningful future. I am committed to acting in your best interest at all times while keeping your long-term financial objectives at the forefront. Simply put, you work hard for your money, and I work hard to help you manage it.

Outside of my professional life, I enjoy staying active and spending time outdoors. I’m an avid runner and have completed 11 half marathons, and I also enjoy bow hunting, fishing, and woodworking. These interests reflect my appreciation for discipline, patience, and craftsmanship—qualities that I bring into my work every day as I strive to serve my clients with care, respect, and dedication.

Achievements:

• Series 7 and 66 Held with LPL Financial
• BS in Finance and MBA from the University of Wyoming
• Chartered Retirement Planning Counselor (CRPC)
• Accredited Wealth Management Advisor (AWMA)