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Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions for your financial future. Getting to know our clients’ financial needs, ultimate objectives, time frames and tolerance for risk is the basis upon which we determine the strategies, services and products that are right for them.

Meet Our Advisors

Perry D. Dougherty, CFP®
Founding Partner
Financial Consultant

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Ricky J. Ferrara
Founding Partner
Financial Consultant

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Lester H Lee, CFP®
Founding Partner
Financial Consultant

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David Heltz, MBA, ChFC®
Partner, Financial Consultant

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Michael W. Patterson, CFP® 
Partner, Financial Consultant

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Josh McIntire
Financial Consultant

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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What Is My Current Net Worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.

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