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


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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

.

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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Jasmine Dale

Project Management

Viviane Viana Enright

Client Service
Specialist

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Blake Cass

Marketing Director

Carey McKinney

Client Service
Specialist

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Valerie Alba

Client Service
Specialist & 
Project Management

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Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.