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Our Team

WHEN YOU ACT, YOU GET MORE

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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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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Maris English

Client Service Associate

Maris has been connected to ACT Advisors from a young age, bringing a personal touch to her professional journey. She is primarily responsible for marketing tasks, calendar management, and account service

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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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Emmett Fehlau-Barton

Paraplanner

Emmett is a dedicated paraplanner with a passion for helping individuals take control of their financial future. He supports the ACT Advisors team by analyzing client data, preparing financial plans, and contributing to innovative strategies that drive client success.

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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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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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Nate Pierce

Associate Wealth Planning Specialist

Nate is deeply committed to empowering individuals and families to work towards their financial goals. With a strong foundation in wealth management and financial planning, he collaborates closely with the ACT team to craft tailored strategies that reflect each client’s unique aspirations.

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Brody Rosenfeld, CPA, CFP®

Certified Financial Planner

Brody brings deep expertise in financial planning and tax strategy to ACT Advisors. With a strong background in accounting, economics, and advanced financial modeling, he helps clients navigate complex financial decisions with confidence.

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Pat Latta

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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Jerri Moran

Client Service & Compliance 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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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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Eli Young CFP®

Certified Financial Planner

Eli is a skilled financial planner with a strong background in wealth management and a passion for problem-solving. With years of experience helping clients navigate complex financial decisions, he plays a key role in developing personalized financial plans at ACT Advisors.

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