Doug’s experience in the accounting industry for five decades brings valuable perspective to individuals, business owners, and non-profits.
After graduating from Drake University in Des Moines, Iowa he started a tax and accounting practice in his home town of Burlington which he operated for more than 25 years. Looking to gain more tax expertise, Doug sat for and passed the Enrolled Agent exam in 1991, allowing him to represent taxpayers before the Internal Revenue Service. In 2004, a little burned out from wearing “all the hats”, he sold the practice and moved to Pella, Iowa and took a tax manager position with RSM McGladrey in Iowa’s capital city. The transition from a small firm with 8 employees to the fifth largest accounting firm in the US with 8,000 employees proved to be a catalyst for change. Immediately recognizing the need to improve his credentials, Doug went back to Drake University, earned a Master of Accounting, and passed the CPA exam.
Doug further expanded his knowledge by learning about financial planning, investments and insurance. He brings a wealth of knowledge as it relates to tax strategies for our clients at KE Financial Partners.
Current Role: LPL Advisor Associate at KE Financial Partners.
Prior Experience: Tax Director at Seattle area CPA firm. Tax Manager at RSM McGladrey. Sole owner of a tax and accounting practice.
Education: Master of Accounting and Bachelor of Science degrees from Drake University.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. LPL Financial, LLC is not affiliated with any other entities referenced. (05/20)