About Us

Meet the Protection Point Advisors Advisory 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.

Find an Advisor


Click on the photograph to view more details about the advisor.

Rick

CFP ®, Founder

President, CEO

Mike

CLU, CoFounder
Director of Advisor Development

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Mark Wyhlidko

Director of Financial Planning

Patrick Salimi

Financial Advisor

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Julie

Director of Operations 

Stephen

Branch Supervision &
Portfolio Administration


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Kameron Javier

Client Service
Specialist

Shannon

Client Service
Specialist

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Valerie Alba

Client Service Specialist

Viviane Viana Enright

Client Service
Specialist

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Carey McKinney

Client Service
Specialist

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