Allison Batt     Michael Douglas

 

Allison Batt, M.S.

Hiram - Bachelor of Arts, ACS Certified Chemistry Major

University of Cincinnati - Masters of Science in Biochemistry

Allison helps physicians and their families accomplish their financial goals with concierge-level service in order to help them achieve success in their professional and personal lives. She concentrates on comprehensive financial planning by tailoring strategies to the unique financial circumstances of physicians. Her work demonstrates a true passion for the details that help make her client’s dreams a reality.

Prior to co-founding the BattDouglas Financial Group, Allison had over fifteen years of experience in the financial services industry. Her extensive knowledge and experience ranges from estate planning, trusts, and charitable giving to retirement income planning. She built her skills by studying logic and mathematics through her Master’s degree in Chemistry. Allison’s love for problem solving compliments her analytical nature to further serve her clients. She holds her Series 7, 63, 66 and life & health insurance licenses. She is securities licensed in the following states: AZ, CA, CO, FL, GA, IN, MO, NC, NV, NY, OH, PA, VA.


 

Michael Douglas, CLU®, ChFC®, CFP®

Certified Financial Planner™ 

Graduate of Miami University 

Michael is a Certified Financial Planner™.  Through his years of experience and education in the financial field he has also attained the respected designations of Chartered Financial Consultant and Chartered Life Underwriter.   Michael specializes in financially guiding physicians throughout their careers: from residency and fellowship to retirement. He educates clients how to take control of their debt, understand tax shelter opportunities and expand their knowledge about insurance and investing. Michael’s methodical, step by step approach, empowers physicians to better understand their financial options and make informed decisions.

Prior to co-founding the BattDouglas financial group, Michael built a successful business in the financial industry for a global leader in securities, asset management and credit services. A decade later, he joined the largest mutual life insurance company in the United States where he developed a passion for strategies in risk management. This past work experience provides a unique combination and understanding of both investments and insurance which is vital for today’s ever-changing economic environment. He holds a Series 6, 7, 63, 66 and life & health insurance licenses. He currently holds security licenses in the following states: AZ, CA, CO, FL, GA, IN, MO, NC, NV, NY, OH, PA, VA.


What is a CFP (Certified Financial Planner)?  http://www.LetsMakeaPlan.org


 

 

Disclaimer:
Registered Representative. Securities offered through Cambridge Investment Research, Inc.,  a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and BattDouglas are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IN, MO, NY, OH, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice."

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