Doug Sheffield serves as a financial advisor for WealthStone.  He also serves as president of the firm’s insurance subsidiary, WealthStone Insurance Consultants, Inc.

His responsibilities include designing insurance and wealth transfer plans for clients as well as administering the insurance department.

Doug was a tax consultant with the national accounting firm of Deloitte LLP prior to joining WealthStone in March of 1982.  He has over 35 years of experience in the areas of estate, business continuation planning and insurance, including life settlements and annuities.

Doug graduated from Ohio Wesleyan University and received his law degree from The Ohio State University.  He was awarded Valmark’s Insurance Professional of the Year in 2008 for finding unique and creative solutions in life settlements for his clients.  During his free time, Doug volunteers for Camp Blueskies, CASA, and enjoys planning tennis and skiing.  He resides in Dublin with his wife.

614-340-3680
DSheffield@wealthstone.net
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