The Lockwood Team

Focused on Your Success. Invested in Your Well-Being.

As independent advisors, we enjoy the freedom to do what’s right for you. We have no obligations to investment products providers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Our sole focus is on serving your best interests.

Our Team is led by Doug Lockwood and David Scureman, CERTIFIED FINANCIAL PLANNERS™ professional and independent financial advisors. For nearly two decades, they’ve helped clients protect their lifestyles and pursue their life goals through a holistic approach to wealth and investment planning. The Lockwood Team works to emphasize the highest level of personal care and concern for each client’s well-being, adheres to a strict code of conduct built on honesty and integrity that requires placing client interests first at every stage of the wealth planning and investment processes.

The Lockwood Team is passionate about one thing: helping you maximize your life experience. We know that financial success is not a number, but the sum of the life experiences and cherished memories made possible by your wealth. We believe that pursuing what really matters in your life requires an integrated approach emphasizing ongoing education and the highest standard of care.

The Lockwood Team utilizes a three-pronged approach to investment and wealth planning.

Education

Along with honesty, integrity, and trust — education is central to our business philosophy, wealth management approach, and the strong reputation we have worked to build among our clients and industry peers.

Collaboration

The Lockwood Team brings the experience, knowledge, and insight required to work with you to help develop a comprehensive plan aligned with your individual lifestyle goals and values. We stand by you every step of the way, coordinating all aspects of your financial life. We not only serve as your dedicated financial advocate and guide, but as a friend you can trust to have your back at all times.

Personal Commitment

As a full-service investment planning and wealth management practice, we’re committed to guiding you every step of the way in helping to build, manage, and preserve your wealth now and throughout your retirement. We’re committed to uncovering the opportunities that may be right for you, and helping you anticipate and overcome challenges along your path to the retirement you desire.

Pictured left to right: David Scureman, Deborah Hoefling, Doug Lockwood, Amanda O’Neill, Rhonda Wainwright

THE LOCKWOOD TEAM

Doug Lockwood, CFP^®
Partner

David Scureman, CFP^®, MBA
Wealth Strategist

Deborah Hoefling
Client Services Administrator

Rhonda Wainwright
Client Services Administrator

Amanda O’Neill
Front Desk Coordinator

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