Douglas W. Tees

Douglas Tees leads operations and the firm’s detailed planning work. He serves clients by getting into the details of their finances that many advisers find too tedious, and he leads most of the firm’s ad-hoc client meetings. Employer benefits packages are a particular specialty.

He is also responsible for the firm’s compliance, cybersecurity, client privacy, and day-to-day operations — the work that decides whether a plan can actually be delivered year after year.

His career began in social services as a case manager working with adults with developmental disabilities, which he did for more than four years before earning an MBA from the Kelley School of Business at Indiana University. That commitment continued: he is a graduate of Leadership Fairfax and has served on the board of Langley Residential Support Services for more than a decade.

He holds an MBA alongside the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy® designations. The last of those is what lets the firm treat giving as a planning discipline rather than a year-end transaction.