When Financial Rules of Thumb Work and When They Don't | Doug Lockwood - WEALTH MANAGER at Credent Wealth Management 00:10:00
Serving the industry since 1988, Doug Lockwood is an expert at supporting clients through retirement, charitable giving, estate planning, and more. A Certified Financial Planner™, he customizes each plan to the family, helping clients build the right blueprint so they can live with as few limits as possible. Prior to Credent, Doug served as the branch president and a wealth partner for Hefty Wealth Partners, which became Credent in 2018. He earned a Bachelor of Arts with a concentration in economics and a minor in Latin from Wabash College and holds an MBA from Anderson University School of Business. A husband, father, and grandpa, Doug enjoys spending time with his family, staying active, and traveling. He has served as president of DeKalb County Hope Inc., the Auburn Chamber of Commerce, and the Auburn Lions Club.