Beyond carefully managed asset growth, we pride ourselves on earning the precious gift of trust bestowed upon us by our clients.
Diane Doolin & Jason Brown
I became a financial advisor in 1988, after enjoying a 10-year career with a large Midwest retail clothing firm. I was drawn to financial advising by the opportunity it presented to work with people on a deeper, more meaningful level and help them achieve their financial goals. I’ve never forgotten the single most important concept I learned from my earlier retail experience: “Do what’s right for the client.” To this day, this concept continues to be the driving force behind the signature service my team offers our clients.
From the start, I knew I wanted to build a financial advisory practice that offered clients more than investment resources and sound advice. I dreamed big and over the years, I worked very hard to:
• Assemble a team of exceptional people to serve my clients
• Provide advisory/consultative services, not just product transactions
• Share learning opportunities tailored to the needs of each client and their family
I’ve come to realize that financial advising is more than managing money. It’s about relationships and making a difference in the lives of my clients’ entire families as their trusted advisor. Today we are recognized as one of the nation’s premier wealth management teams serving entire families.
My belief has always been that our reputation and personal integrity are The Doolin Group’s most valuable assets. But, to carry that out, our clients need to understand how we can serve them, just as we spend time understanding their family and their goals . . . beyond their money. I’m a strong proponent of the power of knowledge and learning—whether you’ve achieved your financial and life goals or just starting out. This is one of the reasons I created Client University 17 years ago. As a Founding Director of the Institute for Preparing Heirs®, I’m able to offer families inheritance planning tools that other firms are not offering, along with resources and guidance to ensure the family thrives and prospers for years to come.
Don’t hesitate to call us if you feel our team has a role to play in your family’s future!
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