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

Zachary Lewis

MBA, CFP®, CRPC, CMFA®

Private Wealth Advisor

Managing Partner of Rally Point Wealth Management
Learn more about Zachary Lewis

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