Our Team

Micah Valentine

Senior Wealth Planner

Micah is the founding Wealth Planner of PWM. He leads our team with over 13 years of Industry Experience. His passion for helping others work towards long term goals is the driving force of his service approach…

Robert Davis, RFC®

Senior Wealth Planner

Robert serves as a Senior Wealth Planner at PWM. He brings a wealth of knowledge to our team with 12 years Industry experience. His education, ongoing commitment to Professional Development and experience…

Kristy Shick

Office Manager

Kristy is our Office Manager and has been in the Financial Services Industry for five years. Kristy is a treasured member of team and keeps our office and team running smoothly. She navigates each day with a smile..

Brittany Valentine

Marketing Coordinator

Brittany covers all things Marketing. She assists each advisor in managing their niche and creates memorable client experiences for the team. She has over 13 years of Marketing experience…

Kenzy Davis

Operations Manager

Kenzy Davis serves our team as Operations Manager. Recently celebrating three years with PWM, Kenzy is an invaluable member of our team. She is our Risk Assessment Specialist and CRM guru…

Strategic Partners

Crystal Epstein

Chief Compliance & Risk Officer
Integrated Financial Group