MEET OUR TEAM
With decades of experience in the financial services industry, you can trust that our team has the know-how you’re looking for. But despite our experience, we are constantly looking for new, fresh ways to approach the strategies we design and the obstacles we encounter.
Nathan is a third generation financial advisor and has been practicing since 2008 after receiving his Bachelor's in Finance from the University of North Florida. He started his career with MassMutual Financial Group and quickly rose through the ranks, achieving recognition for many professional accomplishments including 5 consecutive rising leaders awards, MassMutual’s blue chip circle award, the position of top advisor with Financial Design Associates, induction into the Million Dollar Round Table, the Florida “40 under 40” advisor award, and the NAIFA Quality Award in life insurance and annuities.
In addition, Nathan also holds the Financial Services Certified Professional (FSCP), Certified Retirement Plan Specialist (CRPS) designations.
Born and raised in Jacksonville, Nathan is one of ten children in his family. His experience in traveling to over 25 countries has helped him with business, life, and family advice. Nathan deeply values his faith in God, and he understands the roles that hard work, character, and integrity play in becoming financially independent and preparing for the future in both personal and professional capacities.
Nathan has two children: a 13 year old daughter named Celia who plays varsity softball for CCA Christ Church Academy, and a 2 year old son named Lukas.
Mr. Colby is a 30-year veteran of the Financial Services Industry. In 1988, he started his career with Federated Investors Inc. in the institutional market, then moved to retail in 1991. Over the course of his career, Colby has worked for 3 of the Largest Asset Managers in the industry covering retail relationships in the southeast. He has also worked as a consultant for retail brokerage teams, helping them with services such as New Business Development, Client Service, Portfolio Management, and Practice Management.
Colby has an in-depth knowledge of securities and their positioning in portfolios, Mutual Funds, ETF’s, SMA’s, Alternatives, and Retirement Planning.
He currently lives with his wife and two children in Mt. Pleasant, SC. He is active in the community with his church, the local youth soccer association, and his children’s school. In his leisure time, he enjoys cycling, running, and most outdoor activities.
Dwain Blake II
CLU, LUTCF, FSCP
Dwain Blake first entered the world of financial services in 1997 in Morgantown, WV, after the divestiture of an engineering firm he founded in the early 1990s. In 1999 he entered management and has managed multiple sales groups and branch offices for fortune 100 groups in West Virginia, Pennsylvania, Georgia, Virginia, and Florida. He was a qualifying member of the Million Dollar Round Table in his first year as an associate of a Fortune 100 financial group, and he has since requalified for the association multiple times during his 20 year career. He has served on the board as President for both the Morgantown, WV and Savannah, GA chapters of the National Association of Insurance and Financial Advisors.
Blake is a former Combat Engineer Officer and National Guard Officer in the United States Army, achieving the rank of Major. He has been married since 1988 and has two children: a son who is a Mining Engineer (VA Tech) in Missouri and a daughter who is a nurse (UGA/UNC) in North Carolina. Blake is an avid fly fisherman for native trout and enjoys embarking on RV excursions with his family and their rescue dogs.
Private Wealth Management
Series 7 & 6-General Securities Representative
Series 24-Registered Securities Principal
Series 66 & 63-Uniformed Combined State Law
Life, Accident and Health (various states)
Ph.D, CFA®, CFP®
Chief Investment Officer
John Gallo has over twenty-five years of experience in the investment industry serving as a research director, portfolio manager, research analyst, financial planner, and compliance officer. He holds the Chartered Financial Analyst and the Certified Financial Planner professional designations in addition to six FINRA securities licenses. Gallo’s research has been published in financial journals including Real Estate Economics, Journal of Real Estate Finance and Economics, Journal of Real Estate Research, Journal of Portfolio Management, Financial Analysts Journal, Journal of Banking and Finance, and Journal of Financial Services Research.
In addition to his investment work, Gallo has also been involved in business academia teaching graduate and undergraduate finance courses—most recently at the Tippie College of Business at the University of Iowa—for over twenty five years. In Fall 2018, Gallo will be joining the faculty at the Leeds School of Business at the University of Colorado.
OUR STRATEGIC CONSULTANTS
We want to take the time to learn about you, your business and where you want to go. Together, we can discover the ways that a partnership with our team could help you get there.