Doreen brings a calm, confident presence to our SageGuard family, where she helps clients navigate everything from investment transitions to retirement strategies with clarity and care. With a background rooted in thoughtful service and a natural ability to simplify the complex, she focuses on creating smooth, supportive experiences, especially when working with Charles Schwab.

Whether guiding clients through RMDs, fine-tuning account setups, or answering the unexpected questions that pop up along the way, Doreen approaches her work with a grounded mindset and a people-first philosophy. She believes financial guidance should feel personal, not transactional—and she’s here to walk alongside, not just lead.

Outside of work, Doreen enjoys life’s simple rhythms: working in her garden, savoring a little dark chocolate every day, and staying present in the moment. She shares her days with her husband and daughter, who are her greatest joys and reminders of what truly matters.

Doreen lives by the wisdom of Proverbs 31:25: “She is clothed with strength and dignity, and she laughs without fear of the future.” It’s a verse that reflects not only her faith, but the calm, steady reassurance she brings to those she serves.