Doug Rodgers

Managing Director
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Areas of Expertise

Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BS in Business Admin
Bartlesville, OK

Media

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Words to Live By

No such thing as "lucky" Life is about being prepared when opportunity presents itself.

Client Experience Professionals

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Team Members

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About

Since 1997, Doug Rodgers has been a trusted Investment Advisor, empowering individuals and families to confidently pursue their financial aspirations. He blends modern technology with nearly three decades of hands-on expertise to guide clients through opportunities and challenges, with a particular focus on retirement and long-term planning strategies that foster lasting financial security.

Doug's commitment stems from a genuine desire to see his clients thrive. He believes that true financial success is a collaborative journey, and that having a trusted partner makes all the difference. For Doug, the greatest reward is witnessing clients achieve the goals that matter most to them.

Outside of his work, Doug embraces life on his farm, where he raises cattle. He and his wife, Paula—a school teacher in Caney—are proud parents to their two daughters, Taylor and Kalyn.