Who I Am
David Doane is a licensed financial agent with Summit Global Investments, helping clients protect their assets and build long-term financial security. With a personalized, principle-based approach, he guides families and individuals toward smart insurance and investment decisions that align with their goals.
Specialization
Business Owners
Hobbies
Die hard slalom skier, avid photographer, and love making Dutch oven cobblers;
My Commitment
My commitment is to build sincere, lasting relationships through a holistic understanding of each client’s financial goals and values. I strive to offer clear, trustworthy guidance that supports their long-term security and peace of mind. At Summit Global Investments, we believe in principle-based investing and risk-aware strategies—and I bring that same integrity and care to every client I serve.
Favorite Books, Mottos, Quotes
Find a little fun a long the way. -Grandpa Freddy
