Your Advisory Team

Meet the Eagle West Advisory Team.

As members of the Eagle West advisory team, we have a unique dedication to our clients that goes far beyond simply showing up and doing the job. We meet every Monday to review each individual client holding. This cooperative environment gives us valuable insight so we may serve our clients more effectively. Our team-style collaboration is not only unique in our industry, but is also one of the hallmarks of the Eagle West business philosophy.

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Rick

CLU, ChFC, CFP,  Founder,
CEO, Registered Principal



Mike

CLU
Registered Principal



Monica

Financial Advisor 



Eric

CFP, Financial Advisor



Mark Wyhlidko

Investment Advisor 



Derrick B. Smith

Asset Integration and Legacy Planning Director



Gerald Ray

Financial Advisor 

Check the background of this investment professional on FINRA's BrokerCheck

Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.