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
Get to know Mike
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?
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