Broker Check

About

Rooted in Trust, <br/>Focused on Your Future

Rooted in Trust,
Focused on Your Future

Inspired by the white oak tree, our philosophy is grounded in strength, resilience, and growth. We aim to help families like yours lay deep financial roots and create a future that thrives.

Meet Your Team 

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

April Dougherty

April Dougherty

Founder | Senior Wealth Advisor

Jaime Samudio

Jaime Samudio

LPL Investment Advisor Representative

Jerry Dougherty

Jerry Dougherty

Wealth Advisor

Rebekah Suttle

Rebekah Suttle

Client Service Manager

WE STRIVE TO SIMPLIFY YOUR FINANCIAL LIFE AND PROVIDE YOU THE FREEDOM TO FOCUS ON YOUR PASSIONS AND BE CONFIDENT ABOUT YOUR FUTURE.

Schedule Your 
Connect Call

We'd love to connect with you and see if there is an opportunity to help.

Thank you!
Oops!