Perry D. Dougherty, CFP® | Founding Partner, Wealth Advisor

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. 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 in Wilmore, KY, 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 35 years and has three sons, Aaron, Harrison & Jacob. He loves hiking, mountain biking, scuba diving and traveling.

Michaela joined the firm in January 2022. She has previously worked in Human Resources, business management and customer service. She provides administrative support to wealth advisors Perry Dougherty, Michael Patterson and Blake Price, including marketing, operations and client customer service needs. Michaela lives in Geismar with her three kids: Levens, Alexis and Elizabeth.

Josh returned to the firm in 2026 after previously working here from 2017 to 2019 — in between, he spent time in commercial and residential real estate, helping clients buy and sell property and providing consulting services. That experience gave him a broader, hands-on perspective on the financial decisions families and business owners face, which he now brings to his work in portfolio construction, financial planning, and client-level investment analysis.

Outside the office, Josh enjoys spending time with his family, playing golf with his dad, and traveling with his wife.