Doug leads the firm, chairs Stonecrop’s investment committee, and is the primary advisor for scores of clients. Doug’s first taste of financial counseling occurred when practicing law and his primary area of law was estate planning. He often worked side-by-side with clients’ financial advisors in creating plans. His wealth management experience now extends over twenty years with deep expertise in portfolio management for endowments, non-profit institutions, and families.
Prior to founding Stonecrop Wealth Advisors, Doug was a founding owner, Senior Vice President, and Chief Institutional Advisor of Compass Ion Advisors where he worked for over thirteen years. He has led his firm’s financial planning services and institutional investment services for over ten years. Before working with Compass Ion Advisors, Doug was the founder and branch manager of Andesa Investment Solutions for six years. Doug formed that entity and created the firm’s investment platform, compliance program, and investment processes.
Doug practiced law in the State of Delaware for over ten years where he concentrated his practice on estate planning and business law with a focus on non-profit institutions.
Prior to his legal and financial career, Doug taught at a Christian boy’s boarding school in the Republic of Palau. He currently serves on the Board of Trustees of Missio Seminary and in the past, he has served on a variety of non-profit boards including Wilmington Christian School, YMCA of Bear, Delaware, Victim Offender Reconciliation Program of Delaware, Inc., and Sojourners’ Place, a homeless ministry in Delaware.
Doug and his wife Deb have three children and live in Wilmington, Delaware.