Broker Check

Perry D. Dougherty, CFP® | Founding Partner, Financial Consultant

Perry D. Dougherty, CFP® | Founding Partner, Financial Consultant

225-757-1177

225-757-8277

perry.dougherty@LDFwealth.com

Perry began his financial services career in 1991. Through LPL Financial, he holds the securities registrations 7, 31, 63, and Series 24 General Securities Principal all held with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is a member and past president of the local chapter of Financial Planners Association. He is a graduate of Asbury College, with a Bachelor of Arts in Business Management. Perry is committed to assisting clients with family wealth management strategies, which includes income planning and distribution as well as gifting and tax management, to preserve and transfer wealth to the next generation. He has lived in the Baton Rouge area for over 26 years, with his wife, Julianna, and three sons, Aaron, Harrison & Jacob. He is a member of Antioch Church and the local chapter of Financial Planners Association. He is an Eagle Scout and is Scoutmaster and Merit Badge counselor of Boy Scout Troop 205 at Parkview Baptist Church.

Josh McIntire | Financial Consultant

225-408-0672

225-757-8277

josh.mcintire@LDFwealth.com

Josh grew up in Ruston, LA and moved to Baton Rouge in 2015. Josh has been working in the service industry since he was in high school and has been everything from a life guard to a page in the US House of Representatives. He dreams to see the community of Baton Rouge grow and become a cultural center of Louisiana and he wants to achieve that by using his financial knowledge to serve the community and advocate for local small businesses. Josh is an avid musician and you can find him playing for his local church, Antioch Community Church, almost every weekend. He enjoys spending time with his wife Bridget and dog Sharlo, traveling, and playing music.

Lee Haslitt

Administrative Assistant

225-408-0669

225-757-8277

lee.haslitt@LDFwealth.com

Lee joined the firm in May of 2016 with a strong background in accounting and payroll. She assists Perry Dougherty, Michael Patterson and Josh McIntire in marketing and all areas of customer service. She strives to provide exceptional service to everyone, in every way possible. Lee lives in Baton Rouge with her husband Chris and their three children, Matthew, Noelle and Lainey. She enjoys spending time with family and friends, cooking, baking and crafting.

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