Doug

Erbert

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

I began my career as a financial planner in 2002. I’ve always enjoyed assisting my clients in creating and executing a financial plan to help them achieve their goals. My hobbies outside of work all revolve around being outside, whether it’s hiking in the mountains, working with rescue dogs, playing golf or exercising while listening to podcasts.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Business Administration - Kansas State University

Visit one of our Locations

Las Vegas

1700 S. Pavilion Center Drive

Suite 350

Las Vegas, NV 89135

Omaha

18881 West Dodge Road

Suite 240W

Omaha, NE 68022

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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