PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Wealth Manager award winner 2012 – 2018
- Envestnet Essential Advisor™ Award, 2018
- Women's Choice Award 2014-2018
- Marquis Who's Who in America
ACCREDITATIONS
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MBA, Ph.D., CFP®, CRPC®, CLU®
John E. Dougherty III, MBA, CFP®, CRPC®
* President of Board of Directors for the Financial Planning Association of Southwest Ohio
* Vice President of the Board of Trustees for iSPACE STEM Education
* Member, The Resource Group, national group of elite advisors
* Graduate Mentor Xavier University Williams College of Business
Andrew S. Tedesco, CFP®
* Director of Public Relations for the Financial Planning Assocation of Southwest Ohio
Charlotte Dougherty, CFP®
* Past President of the IAFP (now the Southwestern Ohio FPA)
*Board Member, The Resource Group, national group of elite advisors
*Board Member, Finance, Planned Giving Chair, St. Luke Hospital