Tim Dougherty, CFP®

Tim Dougherty, CFP®

Role: Financial Adviser Joined WPC: February 2022 Education: CFP ® Designation earned April 2022. Graduate of University of Cincinnati with a Bachelor of Finance Experience: Employed in the Financial Services Industry since 2013. Experience with providing planning and...
Tax Mistakes and Tips!

Tax Mistakes and Tips!

Now! Is the time to organize and get prepared for Filing your TAXES! For many filing taxes may illicit lots of emotions and the process can simply be overwhelming.  We wanted to provide you with some information on the common mistakes and conversely, give you some...