by admin | Mar 21, 2022 | Meet the Team
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...
by admin | Feb 7, 2022 | Meet the Team, News, Next Gen
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...
by admin | Jul 14, 2020 | Meet the Team
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...
by admin | Jun 25, 2020 | Meet the Team
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,...
by admin | Jun 24, 2020 | Meet the Team
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...
by admin | Jun 24, 2020 | Meet the Team
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...
