Who We Are

Doug has been helping families across Texas with their retirement and financial planning needs for more than two decades. He is a sought-after public speaker, community educator and longtime radio talk show host.

Doug went independent in the financial world in 1999 and created his own company, Aspen Wealth Management. He has served the great state of Texas and its people ever since. He is ready to serve anyone who comes through his door with questions about their retirement vision.

For Doug, it’s all about the conversation and having an open, honest and comfortable talk about the details and dreams of retirement. He carries this approach through to his longtime radio show, where you might have already met him through his voice! Doug is the host of “Dollars and Sense Radio,” and for 14 years, he has been bringing financial information to the listeners of Dallas, Austin and Houston. His show is heard every weekend on multiple radio stations, and these weekly conversations with a familiar voice have worked to forge future client relationships.

Doug is constantly on the move and devotes nearly all of his active energy and time to his clients. When he does get some spare time away from the office, he enjoys baseball and getting to Minute Maid Park every chance he can.

Michele has always felt a call to serve others and takes pride in helping people achieve their goals while providing the highest levels of customer service.

“I treat our clients the way I would want my parents to be treated,” she says. “With respect.”

Michele brings over 20 years of industry experience and knowledge to her role at Aspen Wealth Management. What she enjoys most about her job is helping clients plan for and achieve their ideal retirement.

Outside of the office, Michele enjoys spending time with her French Mastiff, Hank.

Chi (pronounced Kī) is a recent graduate and student athlete of Southwestern University where he earned his BA degree in business administration.

“In order to manage the balance between my courses’ rigorous workload, baseball’s long hours and many trips, it was necessary to strengthen my attention to detail in my planning.” he says. “I now plan to use this skill to ensure precise and efficient operations in the back office of Aspen Wealth Management / Dollars and Sense Radio.”

Chi is new to the industry, and he performs various roles at the office as an agent in training.