About Douglas
Education: B.A., Texas A&M University, College Station, TX
Experience:
• Founder, Turtle Creek WealthCare, Inc., 2007-present
• Financial planning analyst, REF & Associates, Inc. 2003-2005
• Personal financial advisor & planning analyst, American Express Financial Advisors, Inc. / IDS 1998-2003
• Infantry officer, U.S. Marine Corps, 1978-1998
Professional Designations:
• Certified Fund Specialist (CFS®), Institute of Business & Finance, La Jolla, CA
Memberships:
• Financial Planning Association
• The Exit Planning Institute®
Awards: American Express Financial Advisors, Inc. President\'s Award for excellence in financial planning quality of advice (2002 & 2003)
Education
Bachelors
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2001
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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