Doug Gjerde

MBA, CFP®

Managing Director, Wealth Advisor

doug@heritagefinancialllc.com

Doug enjoys helping people move successfully through life’s transitions and working with clients to find solutions to important questions and goals. His focus is working with families to help them make sound financial decisions and live simpler, more productive lives.

Doug graduated with a Bachelors of Science in Electrical Engineering. After several years working in the semiconductor industry he got the itch for some adventure and joined the Air Force and flew as a navigator and bombardier on B-52s and rose to the rank of Captain. During his time in the Air Force Doug earned a Masters in Business Administration (MBA) and additionally Doug holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planning Board.

Doug is also passionate about contributing locally and in the world. His biggest commitment outside of work and family is to Rotary International where he is an active member of the Packerland Sunrise Rotary Club. Doug is committed to Rotary as he feels that from literacy and peace to water and health, Rotary is always working to better our world, and stays committed to the end.

Though he has lived in seven different states, Green Bay has been home the longest.  Doug lives here with his wife, Anita, where they raised three children, Eric, Annie and Ben who are all adults now. Anita works as a contract administrator for the Veterans Administration. They both enjoy spending time outdoors hiking, biking and camping. They also enjoy reading, traveling, movies and exploring new restaurants.

 


GETTING TO KNOW DOUG

If you could meet anyone, past or present, it would be: Abraham Lincoln

Favorite books: The Adventures of Huckleberry Finn, To Kill a Mockingbird and The Grapes of Wrath

Favorite holiday: Thanksgiving

Something on your bucket list: To hike El Camino de Santiago

Place you’d most like to visit: Norway to explore my ancestry and see the Aurora Borealis

Favorite quotes:

“Don’t judge each day by the harvest you reap but by the seeds that you plant”. – Robert Louis Stevenson

“Too many people spend money they haven’t earned to buy things they don’t want to impress people they don’t like”. – Will Rogers

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails”. – William Arthur Ward