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

CLU, ChFC, CFP,

Founder, President, CEO

Mike

CLU, CoFounder
Director of Advisor Development

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Mark Wyhlidko

Director of Financial Planning

Patrick Salimi

Marketing Director

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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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Kiera Lacyr

Client Service
Specialist

Viviane Viana Enright

Client Service
Specialist

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Blake Cass

Youth Development

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

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

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