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

Paula J Dougherty

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

Private Wealth Advisor

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

Joseph Scott Taylor

CFP®, CRPC

Financial Advisor

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

Samuel Ackerman

BFA, CRPC, APMA

Financial Advisor

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

Dalton Cloyd

Associate Financial Advisor

Learn more about Dalton Cloyd Visit Dalton Cloyd's website

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

Office Manager