Douglas Bambeck, AIF®

Member of the team since 1998

Resident of Dover, Ohio

"As the dad of a very active family, I understand that most families don’t have time to plan for their financial goals because of their day-to-day hectic schedules. So I make it simple and easy for clients to create a plan for their families to succeed, helping them to achieve the long-term benefits without becoming overloaded in the short-term."

Topics or areas of expertise:

• Fiduciary liability for qualified retirement plans
• Asset Management
• Business Planning
• Estate Planning Strategies

Education:

• Bachelor’s degree from Kent State University
• FINRA securities registrations: Series 7, 24, 63, & 65
• Licensed health, accident and health, variable life, and variable annuity agent with the Ohio Department of Insurance
• Accredited Investment Fiduciary^® (AIF^®) designation

Professional involvement:

• Dover Education Foundation member (past president)
• Dover Exchange Club
• Kent State University Alumni
• Board member of FFD Financial Corp, a publicly traded bank holding company for First Federal Community Bank
• Non-voting director of Rea & Associates, Inc.

When he's not in the office you can find him:

• Spending time with his wife, Faith, son, Max, and daughter, Natalie
• Hiking with his family in state parks
• Shooting sporting clays
• Watching high school soccer and track meets

Who has been the most influential person in your life?

My father helped instill a good work ethic in me, even though I was not too fond of it when I was young.

What's the biggest lesson you've ever learned?

The older I get, the more I am aware that appearances are not what they seem.

What is one goal you’d like to accomplish?

I have always wanted to travel to space. I used to think it was a pipe dream, but the advances we have made in the last few years give me hope it will be a reality.