The Team

Daugherty, Sieverts Wealth Advisors

Our Advisors

Matthew Daugherty

Matthew Daugherty

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Education

Ohio University College of Business, Bachelors of Business Administration 2001
CA Insurance #0E68183

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Mike Daugherty

Mike Daugherty

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

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Scott Sieverts

Scott Sieverts

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

College for Financial Planning, 2005, CERTIFIED FINANCIAL PLANNER™ practitioner, Ohio University, 1988, Bachelor of Science Business Administration, Culver Military Academy, 1984

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Roger Potter

Roger Potter

Associate Financial Advisor

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Designations

CRPC®, CKA®

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Social Security Retirement Benefits

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Nathan Daugherty

Nathan Daugherty

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Family Finances

Education

Bachelor of Science in Journalism - Ohio University (2001-2005)
CA Insurance #0M05720

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Our Staff

Angela M Gottshall

Angela M Gottshall

Client Service Specialist

Office Manager
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Roles & Responsibilities

  • Schedule client appointments
  • Plan and coordinate practice events
  • Manage office
Matthew Gottshall

Matthew Gottshall

Paraplanner

Financial Planning Assistant
Ann Oldaker

Ann Oldaker

Client Service Specialist

Nancy Ragon

Nancy Ragon

Paraplanner

Financial Planning Specialist
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Qualifications

  • ChFC®
  • CLU®
Kristina Weaver

Kristina Weaver

Client Service Specialist

Administrative Assistant