Our Team

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Meet Our Team

Our team of experienced financial advisors and support professionals is here to offer you outstanding service and support.

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Doug English, CFP® CERTIFIED FINANCIAL PLANNER™

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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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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Pat Latta Associate Wealth Advisor

With over 15 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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Timothy J. Mowrey, CFP® CERTIFIED FINANCIAL PLANNER™

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.

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Neil W. Lambert, RFC® Registered Financial Consultant

With over 17 years industry experience across securities, financial planning, and insurance disciplines, Neil maintains a unique set of skills for the management of his clients’ assets.

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Jennifer English Chief Compliance Officer, Branch Manager

Jennifer is responsible for all facets of the daily internal accounting and compliance. She also manages the administration of our branch office in Asheville.

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Nicolette Speziale, RP® Registered Paraplanner/Marketing Manager

Nicolette works closely with clients to identify and quantify their goals and gather information relevant to each client’s personal financial plan.

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Michael Reale Client Portfolio Manager

Michael works closely with our financial advisors to ensure that our clients’ portfolios are aligned with their individual investment objectives.

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Liz Dickinson Client Service Specialist

Liz is responsible for all aspects of client care and account operations, ensuring proactive and exceptional service for each client.

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Michaela Andersen Client Service Associate

Michaela manages ACT Advisors’ client meeting schedule and provides reception services at our Asheville office.

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Amanda McMasters Client Service Associate

Amanda assists with administrative tasks and marketing strategies.

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