Doug is the majority shareholder and visionary for Box Financial Advisors. After attending the University of Minnesota in 1995 Doug joined his father Phil Box and they built the firm on strong core values. Doug’s mission to guide...
Client Service Associate
Jessica joined Box Financial Advisors in May of 2021 as a client service associate. She is the main point of contact for all of Cyrus Shabaz's and Dan Harrington’s clients and will assist with any client service needs.
Financial Project Specialist
Joe Macken joined Box Financial Advisors as a Financial Project Specialist 2021.
Melissa Box joined Box Financial Advisors as a client service associate in September 2021. She is the main point of contact for all of Doug Box's and Eric Hedberg’s clients and will assist with any client service needs.
Business Processing Specialist
Zach Stockdale-Green joined Box Financial Advisors in June of 2021 as a Business Processing Specialist.