Broker Check

Our Team

Blake N. Rawson, CFP® , CIMA®

Managing Partner | Wealth Advisor

(234) 200-5462

A financial professional for over three decades, Blake Rawson spent more than 17 years of his career managing private corporations when he realized in 1996 that he would prefer to devote his experience and training to helping people...

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Frederick T. Cook, MBA

Partner / Wealth Advisor

(234) 205-2211

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning and Wealth Management. While most institutions look at these disciplines as competing...

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Michael Karder

Partner / Wealth Advisor

(234) 200-3582

Michael has been in the financial services industry since 1999 serving high net worth and institutional clients throughout North America. Prior to his role as an Institutional Advisor, he managed his own hedge fund...

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Julee Mott

LPL Registered Sales Assistant

(234) 200-5461

Julee has been working in the financial advisory business for over 25 years. During that time she obtained her Series 7 and 66 registrations and is also an LPL Registered Client Associate. These qualifications allow her to provide an...

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