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The Dougherty & Associates team takes pride in looking for ways to improve your business and financial future. Whether it is helping find immediate answers for tax, investment, or business questions, or providing comprehensive solutions to office systems and software puzzles, the D & A staff works in concert to provide you with the advice and advocacy you deserve.
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William 'Bill' Dougherty CPA, CFP®, PFS: Owner and principal of Dougherty & Associates CPA's and Wealth Management Strategies, LLC. Bill oversees all activities of the firm. His concentration is in the area of
financial planning, including investment management, estate planning,
and investment portfolio design and advanced tax planning strategies. bill@doughertycpa.com |
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Kelly Dicksion, CPA: Kelly is Manager of Business Resource Services at Dougherty & Associates CPA's. She has extensive
experience in all areas of tax preparation, planning and research. She
is our primary contact for business owners and their accounting
personnel. kelly@doughertycpa.com |
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Michael M. Nail, CPA: Michael is Manager of the
Tax Department at Dougherty & Associates CPAs. He has extensive
experience in all areas of tax preparation, planning and research. michael@doughertycpa.com |
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Marla K. Ringling, CPA, CFP®: Manager of Individual
Tax Services, Marla is vital to the D & A operation. This seasoned CPA prepares business and personal tax returns and is co-founder of D & A's financial services company, Wealth Management Strategies LLC.
marla@doughertycpa.com
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Charlotte Mellott: Charlotte
joined D & A, in 2008 as Firm Administrator / Payroll Specialist.
She is responsible for business support services, including payroll and
sales tax reporting, and is our resident computer guru. Charlotte and
her husband, Cris, came to the area from Wyoming, where they still have
children and grandchildren. charlotte@doughertycpa.com |
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Mari Osen: Mari joined D
& A in 2009, and she is a vital part of our operation as Office
Manager. She is on the front line and handles her diverse duties with
aplomb and efficiency. Marie came to the area from Montana. mari@doughertycpa.com |
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