Who We Are

Saieh Hall of Economics – University of Chicago (Chris Smith)

Doug Lambert

Douglas Lambert headshot

Douglas J. Lambert, MBA, CFP®, ChFC®

Doug Lambert considers wealth management both an art and a science. Consequently, he draws upon his technical expertise, uncompromising attention to detail, and creative vision to design strategies that help his clients enjoy their wealth.

Doug received his MBA from the University of Chicago Graduate School of Business (Booth), a BA in economics from Whitman College, and has nearly 30 years of experience in finance and strategic planning. During his junior year at Whitman, the University of Chicago awarded him with a fellowship to the Graduate School of Business where he studied finance and portfolio theory under the direction of prominent Nobel Prize winning economists and worked as a graduate level teaching assistant.

For five years he served as a volunteer firefighter/emergency medical technician (EMT) with Tiger Mountain Fire and Rescue, qualified for and competed in the United States Triathlon Series National Championship, and has coached the King County Special Olympics Golf Team. He is an avid wood worker having been an apprentice to a master craftsman, an O-gauge model railroad enthusiast, and a competitive ping pong player.

Doug and his wife of 21 years live in Redmond with their golden retriever. Their two sons graduated from The Bear Creek School and attend Santa Clara University and Whitworth University.

My Degrees and Designations

Master of Business Administration (MBA)

A Master of Business Administration is a graduate-level degree that covers a wide range of business fields, such as finance, marketing, accounting and management.

For the sixth time in the past seven years, the University of Chicago’s Booth School of Business ranks first in The Economist’s world-wide ranking of full-time MBA programs. The school was founded in 1898 and holds the distinction of being the second oldest business school in the U.S. Currently, there are nine Nobel laureates among Booth’s faculty, more than any other business school.

The Economist Releases 2016 Which MBA? Rankings (October 13, 2016) The Economist.

Certified Financial Planner (CFP®)

The CFP® certification is one of the top generalist marks financial planners can earn. The CFP® marks identify those individuals who have completed the CFP Board’s rigorous program covering a broad array of financial planning subject areas and trains certificants in the discipline of financial planning.

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.

Preston Bradley Hall – Chicago Cultural Center (Chris Smith)

Our Team

Our team, along with our strategic planning resource, The Nautilus Group®, a service of New York Life Insurance, which consists of professionals experienced in finance, insurance, law, and taxation, work together to help synergize your investments and estate by seamlessly aligning your financial world from a tax, legal, and investment perspective.

Our Wealth Management model is holistic. Collectively, we look at the big picture, identify issues, then focus on specific gaps or weaknesses that separate you from your goals.

We help you take action and bring your plan to fruition. We will work with you to ensure your personal team of tax, legal, and investment advisors are unified around your goals.

Ida Noyes Hall – University of Chicago (Zenobia Gonsalves)

Strategic Alliances

New York Life Logo

New York Life

Doug Lambert and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual independent rating agency commentary as of 7/27/17.)

Eagle Strategies LLC Logo

Eagle Strategies LLC

Through Eagle Strategies, Doug Lambert provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

Learn More

The Nautilus Group® Logo

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Doug Lambert works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Learn More

Ash Brokerage Logo

Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

MGMA Logo

MGMA

New York Life is an Executive Partner of the Medical Group Management Association (MGMA), the largest association for medical practice executives in the United States. Through executive benefits and other offerings, New York Life helps medical practices succeed and better recruit and retain physicians, nonphysician providers, and medical practice administrators and executives.

Market Watch

September 21, 2018 @ 03:16 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.1%  
Dow Jones Utilities ETF +0.4%  
Nasdaq Composite ETF -0.1%  
S&P 500 ETF -0.0%  
S&P 100 ETF -0.0%  
S&P Mid-Cap 400 ETF -0.0%  
S&P Volatility Index ETF +0.2%  
OSX Oil Service Sector Index ETF +2.3%  

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.