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...

New Team Member – Tim Dougherty Joins WPC

Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation.  Tim comes to us from Fidelity...

Noah Sayre

Role: Relationship Associate Joined WPC: 2020 Education: CFP® Candidate. Bachelor’s Degree in Economics and Finance with a minor in Accountancy from Thomas More University Experience: Before joining WPC, worked within the family construction business, as well as jobs...

Louann McNamara

Role: Administrative Associate Joined WPC: 2018 Education: Associates Degree in Applied Business from Lima Technical College/Rhodes State College Experience: Prior to WPC, employed several years in operational, administrative and customer service roles in education,...

Malea Hornback, CFP®

Role: Financial Advisor Joined WPC: 2014 Education: Miami University Bachelor of Arts in Political Science 1992 graduate Experience: Joined WPC in 2014 with several years of prior financial services experience specializing in client relations. Earned CFP® designation...

Patrick Scarborough, CFA®, CFP®

Role: Chief Investment Officer Joined WPC: 2011 Education: Graduated Magna Cum Laude from the University of Cincinnati in 1995 with majors in Finance and Management Experience: Affiliated with the financial and investment services industry since 2001 and has earned...