Doug Stalter, QKA, CPFA

Retirement Plan Consultant

“Success is never final, failure is never fatal, it’s courage that counts.” - John Wooden

About Doug

I am driven leader that is passionate about providing solutions to businesses and individuals that will strive to impact their lives positively. Through my experience, I have developed a compelling method  of service that aims to impact the health and well-being of my clients. Nothing makes me happier than helping to simplify, develop understanding, and plan around complex regulations and situations to help individuals make better decisions for themselves or their company.

Download Doug's Full Bio

Experience

Retirement Plan Consultant
Oswald Financial, Inc., August 2020 - Present
Regional Vice President, Retirement
Trinity Pension Consultants, August 2015 - July 2020
Regional Sales Manager
MobilityWorks, July 2014 - August 2015
Territory Manager
DJO Global, July 2010 - July 2014

Education

Ohio Wesleyan
Bachelor of Arts, Political Science + Economics Management