WHEN YOU ACT, YOU GET MORE
Doug has been in the financial industry for more than 20 years with 18 years as a CERTIFIED FINANCIAL PLANNER™. Doug has an MBA in finance from RIT and has attended executive education classes at MIT and at YALE.
With over 25 years experience as a financial advisor, Tim's objective is to be the financial “family practitioner” for his clients by developing close relationships, and ensuring their long-term financial health.
Jim primarily helps credit unions looking to incorporate financial wellness strategies into their C-Suites. Jim has over 30 years experience in the CU industry.
Paul has been in the financial industry for more than 17 years with over 13 years as a CERTIFIED FINANCIAL PLANNER™. Paul works with advisors and clients to craft personal strategic financial plans.
Wes Johnson has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from UNC at Chapel Hill with a B.S. in Business Administration in 1996.
With over 17 years industry experience across securities and financial planning disciplines, Neil maintains a unique set of skills for the management of his clients’ assets.
Nicolette is responsible for day-to-day operations and administration of client service, financial planning, and marketing teams.
Prior to becoming part of the ACT Advisors team, Gracie was a financial service & mortgage officer at the State Employees' Credit Union. She strives to provide exceptional customer service to ACT Advisors clients.
With over 20 years in the financial services industry, Pat’s experience and knowledge make him a valuable resource for his clients. He specializes in retirement planning.
Jennifer is responsible for risk management within the organization, and ensures compliance with laws, regulatory requirements, and policies and procedures.
Michael works closely with our financial advisors to ensure that our clients’ portfolios are aligned with their individual investment objectives.