Todd has had extensive experience working in the wealth management industry including roles in prominent Minneapolis Family Offices as well being a CFO and COO for Registered Investment Advisory firms. Todd and his team advise families with complex needs involving investment management, tax and financial planning, as well as multigenerational business, estate planning, and philanthropic initiatives.
A graduate of St. John's University (Collegeville, Minnesota) with a degree in accounting, Todd is a Certified Public Accountant and holds the PFS designation as a Personal Financial Specialist.
In his free time, Todd enjoys golfing, fishing and spending time with his family. He and his wife live in Victoria, Minnesota with their two children.
Email: email@example.com | Phone: 612.376.4030
Prior to working at Dougherty Wealth Advisers, Jose was a Sales & Pricing Analyst for the healthcare department at 3M. Jose has had a variety of accounting & finance experience throughout his young career working with multiple start-up companies.
Jose is a graduate of St. John's University (Collegeville, Minnesota) with a degree in Accounting and a concentration in Finance. While at St. John's, Jose was a student athlete and was part of the Johnnie soccer team during his four years at the university.
In his free time, Jose enjoys playing soccer, running and spending time outdoors. Jose lives in St. Louis Park, Minnesota and is originally from Oregon.
Email: firstname.lastname@example.org | Phone: 612.376.4041
Steph has almost 15 years of executive level support experience and has spent the majority of her career working with high net worth clients in the commercial real estate investment industry. In her capacity at Dougherty Wealth Advisers, Steph will assist with client communications, meeting coordination and other operational tasks.
A graduate of University of Wisconsin – Stout (Menomonie, WI), Steph has a Bachelor of Science degree. Major: Retail Merchandising and Management Minor: Business Administration
In her free time, Steph enjoys gardening, cooking and spending time on Lake Superior's North Shore. Steph lives in Arden Hills, Minnesota with her husband and four children.
Email: email@example.com | Phone: 612-317-2189