Doug has over 40 years of diverse financial planning experience and is one of ASA’s senior Farm Succession Planning Advisors, with offices in Western Pennsylvania and Southwest Florida.
Doug is the author of the Amazon #1 best seller “Master Your Financial Success”, a former Trustee of Grove City College, a long-term member of the Estate Planning Council of Pittsburgh and the Society of Financial Planning Professionals, and a Planned Giving Steward and Endowment Committee member of Ingomar United Methodist Church.
Doug and his lovely wife, Marty, raised their three daughters in Pittsburgh. Kelly Kennedy, CFP®, is a Financial Advisor and the Managing Director of Family Wealth Management Group, LLC. Christine completed her graduate degrees at UPenn and Vanderbilt and teaches world history at Sewickley Academy. Kathryn completed her MBA at Northwestern University and is a Senior Manager with Deloitte Consulting in Boston. Altogether, they have 4 (soon to be 5) grandchildren.
About Agribusiness Succession Advisors LLC
Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business, and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.
*The Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.