When you choose us, you work directly with principals of the firm – Doug Burnette and Cheree Ray Burnette.
Doug practiced Radiology for over 30 years in West Virginia, North Carolina, Texas, and Louisiana. His personal experiences as a client and investor led him to realize the importance of good financial planning and finding the right financial planner. As Cheree’s client prior to becoming her partner in business and life, Doug had a goal of rewiring to a new career rather than fully retiring. In 2008, he joined Cheree in her practice and became a financial planner and investment advisor. Having the knowledge to properly assess clients goals and needs and make the appropriate recommendations, Doug obtained his Certified Financial Planner™ (CFP®) designation in 2012.
He enjoys golf, traveling, lectoring at St. Martin de Porres Catholic Church, and watching college sports.
Doug’s favorite saying: “Failing to plan is planning to fail.”