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 advice on various financial topics, including investment strategies, goal planning, and retirement readiness.

Family: Married to Christy. Excited to announce they are expecting their first child May 2022.

Activities:  Enjoys watching and attending UC Bearcat and Cincinnati Bengals football games. Loves boating and vacationing to warmer weather with friends and family.

Community Involvement: Parishioner and volunteer at St. Cecilia

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..