Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Women's Financial Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Charitable Giving
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Paula J Dougherty, Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024
  • Achieve Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Achieve Private Wealth, Ameriprise Client Experience Award, 2023

Community participation

  • Cox Health Foundation
  • Ozarks Food Harvest
  • Ronald McDonald House
  • Springfield Area Chamber of Commerce
  • The Women's Empowerment Network
  • Missouri State University, Finance & General Business

Our photos

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