Meet The Team
Mike Monteith

Mike Monteith, CFP®
CERTIFIED FINANCIAL PLANNER™

Jack Monteith

Jack Monteith, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

Michelle McDowell

Michelle McDowell
Client Relations Manager
Master of Professional Accountancy
CPA Candidate

Dan Pugh

Dan Pugh
Business Development

Chief

Chief
Advertising and Barketing
Morale Manager