DWC
 
 
 

About Doug

Doug has 17 years of experience in ERISA consulting, 12 of which have been devoted to DWC. As a co-founder, Doug has a great deal of knowledge on employee benefit plan design, as well as service provider/vendor selection and implementation.

Prior to starting DWC, Doug spent six years with MONY Financial Services and Phoenix Home Life. Throughout his career, Doug has been recognized as a sales leader, including qualifying for the Million Dollar Round Table (MDRT), an internationally recognized standard of excellence in the life insurance and financial services business.


Known for his collaborative approach, Doug uses his expertise to help DWC clients, as well as investment advisors and brokers. As a provider/vendor specialist, he has been instrumental in helping colleagues solve client challenges through easy to understand solutions.

Doug's Professional Credentials
  • Chartered Life Underwriter (CLU)

  • Series 6 – Investment Company Products Representative

  • Series 7 – General Securities Representative

  • Series 63 – Uniform Securities Agent State Law

  • IAR – Investment Advisor Representative

  • American Society of Pension Professionals and Actuaries (ASPPA)

  • Bachelor of Arts, Economics, University of Minnesota

Contact Doug

Back to About Us/Team

   
 
 
 
 
LinkedIn twitter facebook blog newsletter slideshare
 
     
  Contact a Consultant  
  Pozek on Pension  
  eNewsletter