With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Paula J Dougherty

Paula J Dougherty

MBA, CFP®, BFA, APMA, ChFC®, CRPC, CLU®, CASL®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paula J Dougherty Visit Paula J Dougherty's website
Advisor photo for Joseph Scott Taylor

Joseph Scott Taylor

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joseph Scott Taylor Visit Joseph Scott Taylor's website
Advisor photo for Samuel Ackerman

Samuel Ackerman

CRPC, APMA

Financial Advisor

Chief Operating Officer of Achieve Private Wealth
Learn more about Samuel Ackerman Visit Samuel Ackerman's website
Advisor photo for Amber Vanderwal

Amber Vanderwal

CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Amber Vanderwal Visit Amber Vanderwal's website
Advisor photo for Heather A Ince

Heather A Ince

CRPC

Financial Advisor

Learn more about Heather A Ince Visit Heather A Ince's website


Our team

Taryn M. May

Taryn M. May

Executive Assistant

Dalton Cloyd

Financial Planning Specialist