Achieve Private Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Achieve Private Wealth
Team photo for Achieve Private Wealth

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Advisors

Paula J Dougherty

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Paula J Dougherty's website

Joseph Scott Taylor

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Joseph Scott Taylor's website

Samuel Ackerman

BFA, CRPC, APMA

Financial Advisor

Chief Operating Officer of Achieve Private Wealth
Visit Samuel Ackerman's website

Heather A Ince

CRPC

Financial Advisor

Visit Heather A Ince's website

Dalton Cloyd

Associate Financial Advisor

Visit Dalton Cloyd's website


Team

Taryn May

Taryn May

Office Manager