Robert Douglas

Wealth Advisor

Rob has been providing comprehensive financial planning and investment management services since 2003. Having spent the first seven years of his career as a pilot for United Airlines, he works with many airline employees and utilizes that experience to help his clients understand how all of the retirement decisions they make work together.  He specializes in working with business owners, retirees and pre-retirees who are serious about achieving their financial goals and are looking for a comprehensive resource to help them achieve them that can bring experience in the areas retirement planning, investment management, tax and estate planning, risk management, gifting, and education planning.

Rob earned his bachelor’s degree in aviation from Metropolitan State University of Denver.

Rob lives in Parker, Colorado with his wife Juli and two daughters, Brooklyn and Avery.  When away from the office, he enjoys golfing, playing ice hockey, attending local music and sporting events, and traveling.