We Specialize in Credit Union Executives

ACT Advisors has over 18 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457B and collateral assignment split dollar. We believe in the ethics of credit unions and many of our advisor staff has a credit union history.

Fee-Only Financial Planning

ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

Low Total Cost Investment Portfolios

Over time, high management fees and expenses in portfolios from costs associated with market transactions can reduce investor returns. We help you get the most out of your investments by building low total cost investment portfolios. Our investment screening process seeks to minimize all costs including management fees, tax drag, and structural inefficiencies.

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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Wes Johnson, CFP®
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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James E. Gowan
Senior Credit Union Executive Consultant
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.

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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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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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Timothy J. Mowrey, CFP®
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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Our Mission
To enable our clients to pursue their dreams
through excellence in investment management,
world-class financial planning,
and compassionate engagement.