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OUR TEAM

A Boutique Planning Experience with a Comprehensive Team Approach

Effective wealth management requires extensive expertise in a variety of areas, and no one advisor can hold all the answers. That’s why we value a team approach to financial planning. We are a group of highly credentialed experts who each bring specialized skills to the table. We have advisors who specialize in charitable giving, executive compensation plans, business planning, and many other areas. We also have a dedicated Investment Team, Planning Team, and Insurance Team, so each advisor can hone and focus on their area of expertise.

The best part? As a client, you have access to our entire team.

We’re here to provide unmatched service and guidance along with a comprehensive bank of resources that helps you effectively and efficiently accomplish your goals.

PARTNERS

Mike Mayernick CFP®

Partner & Private Wealth Advisor

David A. Knox CFP®, CLU®, RICP®

Partner & Private Wealth Advisor

David M. Teague CPA, CFA®, CFP®, CLU®, ChFC®

Partner & Private Wealth Advisor

Matthew J. McLean RICP®

Partner & Private Wealth Advisor

Matthew A. Self CFP®, CLU®, ChFC®, RICP®, ChSNC®

Partner & Private Wealth Advisor

Whitney Marie Harrison CFP®

Partner & Private Wealth Advisor

Ben Phillips CFP®

Partner & Private Wealth Advisor

Shane Lantigua CFP®, RICP®

Partner & Private Wealth Advisor

ASSOCIATES

Mendy Mills Stewart

Associate Private Wealth Advisor

Ashley G. Wilson FLMI, RICP®

Associate Private Wealth Advisor

Mary E Wilson

Associate Private Wealth Advisor

Valerie M. Mayes

Associate Private Wealth Advisor

Rachel L. Reed

Associate Private Wealth Advisor

Angela Thompson

Associate Private Wealth Advisor

Megan Fitzgerald

Associate Private Wealth Advisor

Marjorie Ann Wood

Associate Private Wealth Advisor

Andie Applegate

Associate Financial Advisor

Ariana Jones

Associate Financial Representative

CENTRALIZED TEAM

Matthew Elliott

Associate Financial Advisor

Lauren Kotras RICP®

Chief Operating Officer

John Robus CFA®

Director of Portfolio Management

Amy C Gardella

Director of Insurance Operations

Abby Williams

Director of Investment Operations

Katy Wright

Client Experience Specialist

AWARD-WINNING TEAM

Arthur “Mike” Mayernick has been recognized by Barron’s as one of the top financial advisors in the country. Whitney Harrison has been recognized by Forbes as one of the top financial advisors in the state. Our team has been recognized as the Best-In-State Wealth Management Team. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Top Financial Security Professionals 2024
Barron's Advisor Top 1200 Financial Advisors 2024

Forbes Best-In-State Wealth Management Teams (January 2025), Research and ranking provided by SHOOK® Research, LLC – Based upon data as March 31st of preceding year. Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024). Based upon data as of 9/30/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.