Todd began his career as a Financial Advisor in 2008 at Wachovia Securities which eventually became Wells Fargo Advisors. He is currently a Director with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN) and holds the CERTIFIED FINANCIAL PLANNER® professional designation. Todd also holds a Bachelor’s Degree in Finance from the University of West Florida. Todd takes a comprehensive approach in providing financial advice for individuals and families. Todd has earned the distinction of Platinum Council* with Wells Fargo Advisors Financial Network from 2018-2022.

Todd is a native of Warwick, Rhode Island. Away from work, Todd likes to stay active both mentally and physically. He enjoys cooking, tennis, golf and travelling with his family. He lives in Panama City Beach with his wife, Kali, and their two children, Loston and Annabelle. He previously served on the investment committee for the University of West Florida Foundation Board, where he provided valuable insight and guidance for the assets within the Foundation. He also served as the Treasurer for the Tau Kappa Epsilon Alumni Association, Tau Psi Chapter at the University of West Florida. In this role, he helped manage the finances for the Alumni Association.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Doug began his career as a Financial Advisor in 2023 with Premier Coast Advisors, where he developed his fundamental investment knowledge. Doug takes a comprehensive approach in providing financial advice for individuals and families.

In 2024 Doug earned the Chartered Retirement Planning Counselor℠ designation to better serve his clients.  Doug also holds a bachelor’s degree in mathematics from The Huntingdon College.

Before joining the financial industry, Doug worked as an educator in Panama City for Bay District Schools, and in Troy, AL at Charles Henderson High School. He spent 14 years working with educators, administrators, and students in different roles.

 Away from work, he is active in the community as a coach for the City of Panama City Wee Ball League, a member of the Kiwanis Club of Panama City, and a member of the Krewe of St. Andrews. Also, outside of the office Doug likes to play Golf, Fish, Hunt, and travel with his family. He lives in Panama City with his wife Janae, and their two children, Trace and Tucker.

Laura started her career as cashier in 1993 at A.G. Edwards & Sons, Inc. which eventually became Wells Fargo Advisors. She is currently a Senior Practice Administrator with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN). She holds multiple operations certifications and has over 29 years’ experience in the securities industry.

She supports the team by opening and servicing accounts, processing paperwork, and strives to ensure that clients administrative and operational needs are handled promptly and accurately. Laura is committed to maintaining an organized and professional environment to allow Todd to concentrate on his client’s investment planning needs.

Laura is a native of Highland California. Away from work, she likes to garden and cook. She currently resides in Panama City with her son, Wiley.