Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Rally Point Wealth Management
Team photo for Rally Point Wealth Management

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Our advisors

Advisor photo for Zachary Lewis

Zachary Lewis

MBA, CFP®, CRPC, CMFA®

Private Wealth Advisor

Managing Partner of Rally Point Wealth Management
Learn more about Zachary Lewis
Advisor photo for Kaleb Hupp

Kaleb Hupp

MBA, CFP®, CRPC

Financial Advisor

Managing Partner of Rally Point Wealth Management
Learn more about Kaleb Hupp


Our team

Mary Bowersock

Mary Bowersock

Client Service Manager,

Paraplanner
Mikhaila Besida

Mikhaila Besida

Administrative Assistant

Beth C. Graybill

Beth C. Graybill

Financial Planning Specialist