Team Bios

Meet the PPA Team

As members of the Protection Point Advisors 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 Protection Point Advisors business philosophy.


Click on the photograph to view more details.

Rick Watson

CFP ®, Founder

President, CEO

Mike Clarke

CLU, CoFounder
Director of Advisor Development

.

Mark Wyhlidko

Director of Financial Planning

Patrick Salimi

Financial Advisor

.

Julie McCoin

Director of Operations 

Stephen Holmes

Branch Supervision &
Portfolio Administration


.

Carey McKinney

Client Service
Specialist

.

Shannon Ott

Client Service
Specialist

.

Valerie Alba

Client Service Specialist

Viviane Viana Enright

Client Service
Specialist

.