Michael Dougherty

Sr. Client Success Manager

Mike began his career in the financial services industry as an investment advisor. He gained valuable experience with financial planning and foreign bond investing with high-net-worth investors. He then started his own company, Dougherty Wealth Management. There he specialized in overall financial planning and focused on retirement and money management. With a record of building market share and a sustainable business model, he sold the business profitably to an investor who saw value and opportunity in the systems and concepts he used. With that experience, he will now use it to transition new clients to the Facet family of financial planning.

In his free time, Mike has been active in the local school district serving on a number of committees and chairman for a number of school bond issues. His hobbies are golf and skiing.

Education: Canisius College (MBA)

"A goal without a plan is just a wish." - Antoine de Saint-Exupery

Follow Mike

Get to know Mike

Skydiving.

Skiing with my oldest son at Breckenridge.

Half marathon with my youngest son in Texas.

My wife and middle son on trip to New Orleans.

Where's your favorite place in the world?

Italy/Rome

What's the best meal you've ever had?

My wife’s spaghetti sauce!

What's the last book you read?

The Outside Man by Don Bentley

What's your favorite movie?

The Big Short

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.