STRATEFI WEALTH MANAGEMENT - Key Persons
Doug is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. He partners with advisors to provide support on administrative tasks and client management functions.
Doug has worked in the financial services industry for 20 years in client service roles at companies including Lakeview Capital Partners, My Benefits, LLC., and FSC Securities Corp. He joined LPL in 2021 to apply his experience working with Advisors in the Admin Solutions Program.
Doug is originally from Thibodaux, LA, and living in Atlanta for 35 years. He enjoys the lake or beach during the hot Atlanta months, loves working in his yard, grilling out with friends and hitting the gym. Doug enjoys dining out and being entertained (theatre, symphony). Doug has a bunch of cats, which he rescued over 16 years ago who mean the world to him.
Jason is the former Vice President of Finance for the CAL (UC Berkeley) Alumni Association and is still involved with the local alumni club.
He is an active member of his community and used to coach baseball at Corona Del Mar High School. Jason is the former chair of the Witte Lecture Series and the Making Memories for Children Series at the Newport Beach Public Library Foundation. Jason is also an Honorary Captain for the Washoe County Honorary Deputy Sheriff's Association.
Job Titles:
- DIRECTOR of CLIENT RELATIONS
Merrick is an active member of his community. In the past he served as a board member of the Vietnamese American Chamber of Commerce (VACOC) and the President for the Orange County Cal Alumni Club. Today, he serves as a board member for the Orange County Cal Alumni Club. When Merrick isn't in the office, he enjoys exercising, sports, reading, and spending time with his wife, Niza, and their three daughters, Arielle, Naiya, and Mylee.
Job Titles:
- SENIOR MARKETING CONSULTANT