Patrick Dougherty serves clients in creating custom solutions for wealth accumulation, management, and protection, and multi-generational transfers.  Patrick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and ACCREDITED ESTATE PLANNER^© (AEP^©).

Patrick previously served as an instructor at Southern Methodist University where he taught courses in Financial Planning Strategies and Case Studies that served as the capstone course for the SMU CERTIFIED FINANCIAL PLANNER™ Certificate program.

Patrick currently serves on the Dallas Chamber Symphony Board of Directors is a graduate of the Dallas Regional Chamber’s Leadership Dallas Class of 2019, and a member of the InfraGard Partnership for Protection. He currently serves on the Editorial Review Board of the Journal Financial Planning, is a member of the Financial Planning Association, as well as the Dallas Estate Planning Council of the National Association of Estate Planners & Councils. Patrick is often quoted in the media, to include: Dallas Morning News; Investor’s Business Daily; Money Magazine; Journal of Financial Planning; etc. He has been named to the Best Financial Planners in Dallas List by D Magazine and Five Star Wealth Manager List by Texas Monthly Magazine.

Patrick earned his Bachelor of Arts from the University of North Texas and his Master of Business Administration degree with a concentration in Financial & Estate Planning from the University of Dallas.