Meet Jerry Dougherty

Wealth Advisor

I believe trust is earned long before any recommendation is ever made.

I also believe the best financial planning relationships begin with listening, understanding what's most important to you, and taking the time to see the whole picture before making decisions together.

That's the way I've always approached my work.

Throughout my career in financial services, I've had the privilege of helping individuals, couples, blended families, widows, and those navigating divorce make thoughtful financial decisions with greater clarity and confidence.

My work includes comprehensive financial planning, investment management, retirement income planning, estate planning coordination, tax-aware planning, risk management, and legacy planning—bringing every piece of a family's financial life together into one coordinated plan that reflects what matters most to them.

That perspective is personal for me, too.

When April and I blended our own family, I experienced firsthand how financial planning is about much more than investments or account balances. It's about building trust, communicating well, and making decisions that honor the people you love. That experience gave me an even greater appreciation for the unique dynamics many families face and the importance of having a financial plan that reflects those relationships.

I've found that the families I work with aren't looking for someone to impress them. They're looking for a relationship built on trust—someone who listens carefully, explains things clearly, and helps them move forward with confidence.

Over the years, I've learned that some of the most valuable moments in financial planning aren't the big decisions themselves. They're the conversations that help families feel understood, gain clarity, and move forward together with confidence. That's the advisor I strive to be every day.

Whether we're preparing for retirement, coordinating an estate plan, navigating the loss of a spouse, planning for a business transition, or helping a blended family create a shared vision for the future, my goal is always the same: to help simplify complexity so families can make thoughtful decisions together—with clarity and confidence.

One of the personalized advantages our clients often mention is having both a husband's and a wife's perspective in the room. Financial decisions affect families differently, and we've found that hearing both viewpoints often leads to better conversations, more thoughtful decisions, and greater confidence moving forward. Because we've navigated many of those same conversations ourselves, we understand how valuable it is to have both perspectives represented around the table.

Outside the office, you'll most often find me fly fishing, on the pickleball or golf course, or spending time with April, our family, and the people we care about most. Those moments remind me that financial planning isn't ultimately about money—it's about creating the freedom to spend more time with the people who matter most.

I'm honored to serve as a Deacon at my local church, where I'm part of the Care Team supporting both our church family and the broader community by helping meet practical needs during difficult seasons. I also serve on the Board of Directors for Trailhead Community, a nonprofit dedicated to creating belonging and meaningful opportunities for adults with intellectual and developmental disabilities.

Those opportunities continually remind me that the best way to lead is through service, compassion, integrity, and a genuine desire to help others—qualities I strive to bring into every client relationship.

Helping families preserve what they've built and move into the future with confidence is work I'm grateful to do every day.

If you're looking for a collaborative partner to help you make thoughtful financial decisions with greater clarity and confidence, I'd be honored to meet you during a complimentary Hour of Power.