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Best Team in the West
Bill Dougherty CPA, CFP is a registered financial advisor who heads up Dougherty & Associates Financial Services, Inc. As owner and principal, Bill builds on his affiliation with Schwab Institutional® to access top financial products.
While Dougherty & Associates Financial Services, Inc. offers the most up-to-date and beneficial financial strategies available, investors also count on Bill's expertise as a Certified Public Accountant to tailor their portfolio to the best possible financial advantage.
E-mail Bill to capture your own investment portfolio. More About Bill Dougherty
Patty Cheesman is the Financial Services Liaison for Dougherty & Associates Financial Services, Inc. She is our clients' direct line to their own financial portfolio and status reports.
E-mail Patty for up-to-the-minute information.