A passion for helping you build your legacy.
Getting to know you personally plays an essential role in how we meet your unique needs. We become familiar with you and your goals, not just your financial assets, and draw from our team’s deep and broad skill set to offer you optimal solutions for your situation. Our commitment to you and your family is to always put your best interests first.
Todd has had extensive experience working in the wealth management industry including roles in prominent Minneapolis Family Offices and Registered Investment Advisory firms. Todd and his team advise families with complex needs involving investment management, tax and financial planning, as well as multi-generational business, estate planning, and philanthropic initiatives.
Todd is a graduate of Saint John’s University (Collegeville, MN) with a degree in accounting. He 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.
Paul has spent over 30 years in the securities industry providing various investment, wealth management and trustee services to high-net-worth families across the country. His passion and expertise lie within offering specialized advice and services in trust planning and administration, wealth management, income tax planning, compliance, and administration of private foundations and other tax-exempt entities. He also oversees estate planning, as well as business succession, governance planning and implementation for multi-family office and trust clients.
Paul completed his B.A. in accounting from Saint John’s University (Collegeville, MN), earned his master’s degree in business taxation from the Carlson School of Management at the University of Minnesota, and received his Juris Doctorate from William Mitchell College of Law. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, certified by the Certified Financial Planner Board of Standards.
As the Director of Operations, Kristina brings a strong background in strategic design, process improvement and financial management. Leading operational efficiency, Kristina ensures client requirements are met at the highest level of service across the wealth management, family office, trust, and tax and accounting divisions at Dougherty.
Kristina graduated from the Carlson School of Management at the University of Minnesota, with a master’s degree in business administration and concentration in strategic management. She completed her undergraduate education at Saint Cloud State University with a degree in business management.
Kristina enjoys traveling, hiking, reading and spending time on the lake with her family.
Jose is the Senior Investment Analyst at Dougherty, leading the team in investment analysis, strategy and client services.
Prior to working at Dougherty, Jose was a Sales & Pricing Analyst for the Healthcare Department at 3M. Jose has had a variety of roles in accounting and finance throughout his career working with multiple start-up companies.
Jose is a graduate of Saint John’s University (Collegeville, MN) with a degree in accounting and a concentration in finance. Throughout his four years at Saint John’s, Jose was a student athlete and team member of the Johnnie soccer team.
In his free time, Jose enjoys playing soccer, running and spending time outdoors. He is also the Finance Director for a clothing company in Los Angeles and a Data Analytics company in Florida. Jose is originally from Oregon and currently resides in Minneapolis, MN.
Jose has successfully passed level 1 of the CFA designation.
Casey is the Senior Tax and Wealth Associate at Dougherty, focused on driving tax compliance and trust administration processes with a specialty background in wealth transfer planning and estate tax compliance. He has over four years of experience serving family office and high-net-worth individual clients at a large multi-national public accounting firm. He enjoys connecting with his clients and their families to ensure exceptional service.
Casey is a graduate from the Carlson School of Management at the University of Minnesota, with a degree in accounting and minor in international business. He is a Certified Public Accountant with the Minnesota Board of Accountancy.
Casey enjoys playing golf and basketball, traveling and hiking, and spending time with family and friends. While at the University of Minnesota he participated in club basketball and the practice squad for the women’s basketball team, and also completed a semester abroad in Sydney, Australia.
Mary is a Senior Wealth Associate and Trust Officer with Dougherty. Mary supports clients in trust administration, planning, financial and wealth management. She works cross-departmentally, bringing exceptional client service and analytical skills to the different service sectors of the firm.
Mary is a graduate of the University of Saint Thomas with a degree in finance. She is a member of Women in Finance and has spent time mentoring incoming students on academic and career planning. She continues to support the University through her involvement with the Alumni Association.
Mary enjoys spending her summers on the lake with friends and family. She has a keen interest in finding the best local restaurants and continuing to study the French language.
Nik is a Wealth Associate with Dougherty, working with the team to provide comprehensive services in financial and wealth management, client service, tax, and trust administration. He is passionate about creating the most value to our clients by using ethical and rational reasoning.
Nik graduated from the University of St. Thomas with a degree in finance and economics. He was a member of the Investment Club and a founder of the UST Men’s Club Soccer team. In his free time, Nik enjoys playing sports, fishing, and traveling the world/visiting family.
Alex is a Wealth Associate with Dougherty. Alex works with the team to provide comprehensive services in financial and wealth management, tax, client services, and trust administration. He has a passion for creating value for clients through accurate and precise work.
Alex is a graduate of University of Minnesota Duluth with a degree in Financial Markets and a Coaching minor. Throughout his time at UMD, Alex was a student athlete on the baseball team as well as a two-time captain of the team and two-time Bulldog Award winner. He was also a part of the investment club.
In his free time, Alex enjoys playing sports, fishing and spending time with friends and family.
Drake is a Wealth Associate with Dougherty, focused on providing support in Trust Administration and Compliance. Drake is a dedicated lifelong learner with an analytical skillset who is considerate in providing thorough and attentive care to our clients.
Drake graduated from the University of South Dakota with a Master of Science in mathematics and a concentration in algebra. He completed his undergraduate education at Concordia University St. Paul with a degree in mathematics. With his time at USD, Drake was a graduate teaching assistant in the mathematics department and served as president for the alpha branch of the Pi Mu Epsilon honorary national mathematics society. With his time at CSP, Drake was actively involved in the Tri-Pi math club and various national and international math competitions.
Drake enjoys spending his leisure time with friends and family, reading books, and drawing. As a former college athlete, he remains active and enjoys all things outdoors.
Barb has worked in the accounting field for over 35 years providing executive leadership and support for accounting procedures. As the Accounting Manager at Dougherty, Barb manages accounting practices, bookkeeping and bill pay for individual and family office clients.
Barb has a Bachelor of Science degree in business administration from the University of Wisconsin – LaCrosse. She has experience in various industries including food and dining, multi-family real estate and small business.
Barb enjoys spending time with her husband, Dave, and four grandchildren. She plays tennis, golf, pickleball and is a devout Packer fan.
As Senior Accountant at Dougherty, Debbie plays a lead role in the oversight of client bill pay services and the preparation of client financial statements. She works with clients to simplify bill payment, record keeping and banking activities. She also provides client service and administrative support for Dougherty’s trust and tax clientele.
Debbie attended the University of Wisconsin-La Crosse. She has worked in a variety of industries in the accounting field for over 15 years.
She enjoys spending time with family, traveling, catching up with friends and cheering on the Packers. Recently, she has started playing golf.
Debbie lives in Chanhassen with her husband, they have three children.
Sue Drury has been the Office Manager at Dougherty Financial Group for over 15 years, as well as Executive Assistant to Mike Dougherty. Prior to Dougherty, Sue worked for 27 years at US Bank, 12 of those years as Executive Assistant to the former President & CEO.
Sue brings an extensive background in customer service. She acts as a liaison between our team and our clients and has a high degree of integrity and discretion in safeguarding confidential information.
In her free time, Sue enjoys traveling with her husband and spending time with her three grandchildren.