Broker Check

Team

Combining experience with knowledge, we work as a team for our clients.

 

Michael W. Newton, CPWA®

Certified Private Wealth AdvisorĀ®

270-393-7030

[email protected]

Mike is a Certified Private Wealth Advisor®, registered representative, and investment advisor representative.  He has over 25 years of experience.  Mike is also a life, health, and long term care insurance agent.

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Alma Gentry

Registered Representative

270-393-7030

[email protected]

Alma began working part-time with Mike when he opened the Bowling Green office in October 2000. Soon after, she welcomed the privilege to begin a new full time career. She became a licensed insurance agent and registered representative...
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Kevin Taylor

Investment Advisor

270-393-7030

[email protected]

Kevin was born and raised in Central Illinois. He attended Millikin University and graduated from Millikin’s Tabor School of Business with a degree in finance in 2008. After working for advisors in Kansas and Illinois, he joined the...
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Karen Reynolds

Investment Advisor

270-393-7030

[email protected]

Karen Reynolds joined our team in June of 2016 after working at the home office of Investment Planners for 15 years. She graduated with a degree in Finance from Millikin University in 2001 and has her Series 4, 7, 24, and 66 licenses....
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