Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Joel E Blum

CFP®, APMA, CRPC

Financial Advisor

President of North Cove Capital
Learn more about Joel E Blum Visit Joel E Blum's website

Gary J Helbling

Financial Advisor

Vice President of North Cove Capital
Learn more about Gary J Helbling Visit Gary J Helbling's website

Gabriel Flugrad

APMA

Financial Advisor

Associate Vice President of North Cove Capital
Learn more about Gabriel Flugrad Visit Gabriel Flugrad's website


Our team

Elizabeth Ellinas

Elizabeth Ellinas

Office Manager,

Event Planner
Alyssa M. Smith

Alyssa M. Smith

Intern