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 high net worth clients through periods of transition have motivated him to provide the necessary tools for clients to experience an exceptional life. Doug believes that an exceptional life requires more than wealth, strong relationships, good health, or even faith, but rather a balance of these four ingredients. The Exceptional Life Project was born out of his passion to revolutionize the financial planning experience.
Doug earned his Certified Financial Planner (CFP) designation in 2000. He also earned the Chartered Financial Consultant (ChFC), and Behavioral Financial Advisor (BFA) designations to strengthen the impact he makes with clients during the financial planning process. Doug has shared his passion for planning in over 100 workshops and as a featured guest on WCCO radio.
Doug created the process in 1998 that is formally known as the Box Financial Advisors Investment Committee. Doug’s commitment to excellence and process improvements continually evolves the way that business is done at Box Financial. While growing the firm, Doug is an active member in the Financial Planning Association. Doug loves spending time with his wife Jeanne and their four adult children, Megan, Melissa, Michael, and Mitchel.