Dougherty
At Dougherty we are dedicated to one thing – your family. By offering a holistic, values-oriented approach, we simplify and manage your wealth in ways that enhance your life today as you build a legacy for tomorrow.
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JC
Jose Cabrera
Director of Investments · Finance & Accounting
EmailPhone - MH
Mary Hoyt
Senior Wealth Associate · Finance & Accounting
EmailPhone - DL
Debra Lochner
Senior Accountant · Finance & Accounting
EmailPhone - HE
Henry Evenson
Wealth Associate · Finance & Accounting
EmailPhone - CR
Casey Reinke
Tax Manager and Trust Officer · Other
EmailPhone - TW
Todd Witcraft
CEO · General Business & Management
EmailPhone - KB
Kristina Backes
Director of Operations · Operations
EmailPhone - SD
Sue Drury
Office Manager · Operations
EmailPhone - AW
Alex Wattermann
Senior Wealth Associate · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Dougherty
11 distinct titles indexed · top 10 shown.
- 2senior wealth & tax associate
- 2senior wealth associate
- 2wealth associate
- 1()
- 1ceo
- 1director of investments
- 1director of operations
- 1office manager
- 1president
- 1senior accountant
- +1more titles
Sign up to unlock all 15 contacts at Dougherty
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