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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Douglas B. Gross, CFP® Photo
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Douglas B. Gross, CFP®

Founder, MWS & Financial Advisor, RJFS

Doug Gross, CFP®

Founder, MWS & Financial Advisor, RJFS

When you find something you really love to do, it becomes something much more than just “work.” One of my greatest satisfactions and motivators is discovering investment opportunities and making money for clients. I also enjoy financial planning, particularly when we gain a unique perspective that saves on taxes or solves a client problem. Best of all, though, is talking with clients, learning about their lives, their families, their hopes and dreams, and finding new ways to help them succeed both personally and professionally.


Married with three daughters, Doug enjoys sailing, tennis, and hockey. He graduated from Alma College with a bachelor’s degree in business and accounting and later completed his MBA at the University of Michigan. Doug was fortunate to have a variety of professional experiences prior to his work as a financial planner, including work as a CPA with Ernst and Young, technical sales position with Eastman Kodak, and pricing manager for Malloy Lithographing, a large Ann Arbor printing company. These positions helped him develop valuable skills for providing investment advice, serving clients, and managing his own business.

In 1994, Doug joined A.G. Edwards as a financial planner and two years later he established his own practice with  Raymond James Financial Services. His career as a planner has been anchored by 3 areas of interest: (1) Serving Clients,  (2) Continuing Education, and (3) Giving Back to the Community.

Serving Clients

Doug views great client service as the best form of marketing. During the early years of the practice, he leveraged his accounting and business background to offer financial planning and investor education seminars throughout Ann Arbor and the greater Detroit area. The practice has grown successfully over the last two decades based largely on referrals from satisfied clients and other professional service providers.

Continuing Education

Doug earned his designation as a CERTIFIED FINANCIAL PLANNER™ Professional in 1998, and he views professional education as a lifelong process. Constant reading on everything related to investments and planning remain areas of great interest. Successful planning also requires an interest in much more than just financial topics. The McLaren team maintains a small office library to provide clients with books in a broad array of subjects, including aging & elder care, retirement, history/science, and advice for millennials during the early post-college years. Doug even authored his own financial planning book, The Power of Persistent Planning, A Review of Successful Financial Planning Strategies.

Giving Back to Others

Giving back means providing for family, clients, and community. Doug has served on education panels at national Raymond James conferences and presented to local groups on a wide range of financial planning and investment topics. Doug and his wife Sabrina are active supporters of several local and national charities.

Current Service:

  • Member, Board of Trustees,  Alma College
  • Member, Board of Trustees, Ann Arbor Art Center
  • United Way of Washtenaw County, multiple years, Chairman Tocqueville Leadership Giving
  • Member, Washtenaw Estate Planning Council
  • Secretary,  Lohr Lake Village Board

Past Leadership:

  • 2015 President of the Michigan Chapter of the FPA (Financial Planning Association)
  • Sand Lake Property Owners Association - Past President for over 6 years
  • First United Methodist Church- Past Chairman of Endowment Committee
  • Rudolf Steiner School - Past Board Member and Finance Committee Member
  • People's Food Co-op of Ann Arbor - Past Board Member
  • Saline Public Schools (youth athletics) - Soccer coach

Licenses and Certifications held

CFP®, Series 7, 24, 31, 51, and 63, Life & Health Insurance 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with flame design) and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with any of the organizations mentioned above.

Jason Coleman, CIMA® Photo
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Jason Coleman, CIMA®

Financial Advisor

Jason Coleman

Financial Advisor

A native of Kansas City, Jason Coleman made his way to Ann Arbor after graduating from the University of Notre Dame with a BBA in Accounting. During his first several years in Ann Arbor, Jason worked as an account manager and executive at Google, selling across a variety of industries. He left Google to pursue a graduate degree at the School for Environment and Sustainability at Michigan while simultaneously working at an angel-backed LED lighting start-up as the Director of Business Development.

Now, as an associate at Raymond James with an independent wealth management practice, he combines two of his favorite activities: working with people to help them achieve financial their goals, and doing so with a focus on sustainable, positive actions and investments.

Jason's investment interests include Socially Responsible Investing (SRI), tax-efficient and low-cost diversification strategies, and planning for charitable giving.

Outside of work, Jason and his wife enjoy spending as much time outdoors as possible, cooking and sharing food with friends and family, strengthening old friendships, and finding new connections. Jason is also an avid reader, and always welcomes recommendations for his next book. 

Licenses and Certifications held:

Series 7 and 66, CIMA®

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]

Sam Maness, J.D. CFP® Photo
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Sam Maness, J.D. CFP®

Financial Advisor

Sam Maness, J.D. CFP®

Financial Advisor

I’ve always loved meeting new people and finding ways to help them solve their problems. Working first as an attorney and now as a financial advisor, I’ve learned that creative problem solving is at the heart of human progress - and the primary reason that the stock market continues to reward long-term investors. This philosophy drives my approach to financial planning and investing.

I focus my time advising retirees and busy professionals – partnering with them on investments, retirement income solutions, and trust & estate planning. I’ve worked with executives on complex equity compensation planning, helped families coordinate estate supervision and wealth transfers after the loss of a loved one, coached professionals through employment transitions, and provided countless investors with clear & objective advice for retiring successfully on their own terms.

Northern Michigan summers and a hometown girl will always have my heart. I live in Ann Arbor with my wife, Hannah, a pharmacist and Michigan grad. When we’re not traveling or planning our next vacation, we enjoy the little things in life: trips to the lake, testing out new recipes & restaurants, and sharing time with friends & family. I also spend a lot of time learning how the world works and always keep a few books on my nightstand. The rotation generally includes titles on the natural sciences, world history, anthropology, investments, and fantasy fiction.

If you have questions or you’d like to learn more about how we can work together, please contact me at 866-944-7556 or sam.paul.maness@raymondjames.com

Licenses and Certifications held

CFP®, Series 7 and 66, Active Member of the State Bar of Michigan (#P78181).

Sam holds a Certificate in the areas of probate and estate planning, issued by the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan. 


Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with flame design) and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Emily Rice Photo
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Emily Rice

Relationship Manager & Branch Operations, MWS

Emily Rice

Relationship Manager & Branch Operations, MWS

Emily comes to our team with extensive experience in customer service.  She enjoys working with people and helping them reach their goals.  

Following her graduation from Ball State University with a degree in Elementary Education, Emily taught middle school mathematics in Kokomo, Indiana. After relocating with her family to Knoxville, she worked at First Tennessee Bank as a teller and, later, a financial services representative. Her main focus while at the bank was matching customers with the best and most appropriate accounts and products.

Most recently, Emily was a member of the Student Accounts staff at the University of Notre Dame, assisting students and families. Among her many responsibilities, she designed an efficient, time-saving, paperless workflow process for approving and processing refunds, which allowed the office to better support students and their parents.

Emily’s main focus outside of work is her family. When time permits, she also enjoys sewing, quilting and crocheting.

Justin Rice Photo
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Justin Rice

Investment Specialist

Justin is joining us most recently from the University of Michigan Ross School of Business where he served as Director of Career Education and Outcomes for the BBA and One-Year Masters programs. Prior to Ross, Justin worked in higher education at the University of Notre Dame and The University of Tennessee, Knoxville. Following nearly a decade of progressive success in higher ed, Justin is excited to pursue his greater interest of helping people realize their investment goals and achieve the financial freedom we are all seeking in life and retirement.

You may recognize the last name: Rice; Justin is married to our Relationship Manager, Emily. Together they have two daughters who are their main focus outside of work. Justin is an avid reader with a strong interest in biographies, and in addition to reading, Justin enjoys making art, music and exercising in his free time. He is also a burgeoning chef, always eager to try out new vegan recipes!

After stops in several places in the Midwest and the South, the Rice’s are excited to have laid down some real roots and call the Ann Arbor area home!