Douglas Kalmbach, CPA, PFS, CFP

Partner

On the pitch or on the job, Doug is a playmaker, constantly working behind the scenes to setup and assist his coworkers and clients for success.

As a starting soccer player during his four years of college, Doug never took the trust placed in him then or now for granted. A true team player, he is reliable, quick, and fun to be around. Doug manages client expectations while promptly answering questions and resolving technical issues. Clients and peers trust him to be fair, firm, and able to put people at ease.

Areas of Expertise

Doug has 30 years of public accounting experience, with 26 years spent specializing in the insurance industry. He has experience in life, health, and property and casualty. In addition to his Certified Public Accountant credential, he is also a Certified Financial Planner and Personal Financial Specialist.

Membership & Professional Associations

More About Douglas

As loyal as they come, Doug has worked for The Ewbank Insurance Group, now part of JLK Rosenberger, for 30 years.

Doug received a Bachelor of Science in Accounting from the University of Tulsa.

Favorite school supply
“Mechanical pencil; I keep it close no matter how great my electronic gadgets are.”

Least favorite word
“No.”

A perfect Saturday afternoon
“Spending time on the golf course.”

Advice for aspiring CPAs
“Take the advice of those who have walked this path before you.”