Our Team

WHEN YOU ACT, YOU GET MORE

Doug English, CFP^®

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.

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Timothy J. Mowrey

Investment Committee Member

With over 25 years of experience in the financial industry, Tim helps analyze investment opportunities and evaluate risk factors to help shape our client portfolios.

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Paul Lloyd, CFP^®

CERTIFIED FINANCIAL PLANNER^™

Paul has been in the financial industry for more than 20 years with over 15 years as a CERTIFIED FINANCIAL PLANNER™. Paul works with advisors and clients to craft personal strategic financial plans.

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Jerri Moran

Client Service Specialist

Prior to joining ACT Advisors, Jerri gained experience in the financial services industry, where she excelled in customer service, mortgages, and commercial lending. She is committed to delivering outstanding service to ACT Advisors^® clients.

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Wes Johnson, CFP^®

CERTIFIED FINANCIAL PLANNER^™

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.

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Neil W. Lambert, RFC^®

Registered Financial Consultant

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.

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Nicolette Speziale, CFP^®

Operations Manager

Nicolette is responsible for day-to-day operations and administration of client service, financial planning, and marketing teams.

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Michael Reale

Compliance Specialist

Michael assures compliance with applicable laws and regulations, and that clients’ accounts are invested according to their individual investment objectives.

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Pat Latta

Associate Wealth Advisor

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.

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Jennifer English

Chief Compliance Officer

Jennifer is responsible for risk management within the organization, and ensures compliance with laws, regulatory requirements, and policies and procedures.

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Gracie Hagstrom

Client Service Specialist

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.

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