PROTECTION POINT ADVISORS - Key Persons
Blake is a numbers guy with a passion for serving others. He's a first-generation college graduate with a degree in Finance from San Diego State University. He fits right in here at Protection Point Advisors and he looks forward to establishing a relationship with our clients and their children. He believes our educational system fails at teaching the next generation about money, and wants to do something about it.
He heads up our youth outreach and enjoys demonstrating our online education system that promotes financial literacy. He is a valued member of our back office and often assists in developing financial plans. Every day, he seeks ways to expand his knowledge and seems to always be growing. During his free time he enjoys sports, traveling, family, and spending time with his Australian Shepherd Lola.
Job Titles:
- Client Service Specialist
Carey believes in details and building relationships. She enjoys getting to know our clients and learning what is important to them.
This helps her to provide a more personalized service experience for our clients and says this makes her role fun and fulfilling.
Carey begins each day with renewed energy and a positive outlook to assist our clients. She has a background in Real Estate and Insurance ( Property & Casualty and Life & Health) and strives to gather knowledge.
Outside PPA, Carey loves time with her husband Brian, son Kellen and their dog Charlie. Together, they love time with friends and family as well as lots of outdoor activities, such as golf, biking, camping and kayaking. She also has a passion for books and movies!
Jasmine started with the administration & operations profession while working with different companies around the U.S remotely but soon found her talent in Project Management. She began her new career path and had the opportunity to with Software and App development and internal processes. Jasmine is a volunteer for Prime Hospice and Volunteer Hoarding in Phoenix, AZ. She enjoys positivity, communication, and being active.
As director of operations and the lead of our client services team, Julie is well versed in numerous procedures and policies of Protection Point Advisors. She's been with the company for 10 years and has more than 16 years in the property and casualty industry.
Julie is a pro at assisting Protection Point Advisors clients with account processing questions. In addition, she handles numerous internal accounting processes such as payroll as well as human resources. She works closely with our Protection Point Advisors Chief Financial Officer to make sure accounting procedures are done correctly.
Julie resides in Roseville with her son Harrison who recently embarked on a teaching career.
Job Titles:
- Client Service Specialist
Kameron's mission here at Protection Point Advisors is to help our clients identify and exceed their needs. She does her best to provide excellent customer service towards our clients with a smile on her face. Every morning she walks into work with a positive attitude ready to serve you.
She has a passion for fashion, beauty, connecting with others, and acquiring knowledge through first-hand experiences here at Protection Point Advisors.
She comes from a family of Sacramento State alums and decided to follow in her parents' footsteps. She graduated CSUS in the Spring of 2018 with a Bachelor's of Science in Business with emphasis in Marketing. When she's not working, you'll find her either catching a good show, reading a book, or spending time with friends and family. She currently resides in Placer County with her dog Elway.
Job Titles:
- Financial Advisor
- Director of Financial Planning
Mark joined the team in 2019. He brings with him nearly 20 years of experience ranging from trading, advising, and financial planning. His entire career has been dedicated to helping investors. At Protection Point Advisors, his primary role is advising and supporting clients with their personal financial planning. From a personal perspective, he lives in Folsom, CA and has two kids, Maya and Chase. The majority of his home life is spent on homework, sports, and keeping the kids off of their devices.
Job Titles:
- CoFounder, Director of Advisor Development
Michael is the second generation in the financial services industry. He became fascinated with the profession when visiting his mother's office in San Francisco where she worked as a representative for a large Financial services firm. He found the relationships she was able to build with her clients as well as her level of professionalism very inspiring.
Michael knows that every client's financial goals are as varied as their personalities. Therefore, he is dedicated to spending the extra time with each client to ensure all their thoughts and needs have been addressed and documented. Michael is sure to engender their peace of mind around the solutions they create together. As a co-founder of Protection Point Advisors Group, EWG Elevate, Protection Point Advisors and having logging over 22 years as an advisor, Michael is proud to carry on the core values that inspired him so early in his life.
Patrick has been with Protection Point Advisors since 2019, working as an advisor and helping to direct our marketing efforts.
Rick Watson - CEO, Founder, President
After 27 years in the financial industry, Rick instinctively knows how to help his clients focus on the "big" picture. Figuring out what they want to accomplish in life, while at the same time defining all the steps required to get there, is what Rick does best.
Rick's passion for financial consultation was inspired by his father's lifelong career in the financial industry. Rick often recalls his father telling him if something was worth doing, it was worth doing it right. By developing relationships with his clients, who quickly become friends, Rick can determine their emotional needs, which goes far beyond the financial aspect. In fact, 90 percent of the conversations Rick has with his clients do not include finances! His ability to see the emotional implication of the decision-making process helps him to understand the people beneath those decisions.
Today, Rick exclusively serves the needs of high net-worth clients including physicians, professionals and retirees whose main desire is to maintain security of their families. As a trusted confidant, Rick's clients trust him for answers beyond finance. He delights in sharing his clients' greatest joys but stands by those who are dealing with life's struggles as well.
As the founder of Protection Point Advisors Group, EWG Elevate, Inc. and Protection Point Advisors, Rick is the driving force behind the company's vision of providing all clients with the highest degree of financial knowledge, investment skills and personal compassion.
In addition to his formal education Rick holds the following certifications:
CLU (Certified Life Underwriter)
ChFC (Chartered Financial Consultant)
CERTIFIED FINANCIAL PLANNER™ Practitioner
Job Titles:
- Client Service Specialist
- Client Service Specialist / Shannon
is a self-described fanatic for details. She likes digging in the data to support the health of client portfolios. Shannon believes that establishing trust is key for any business relationship. She keeps open communication with clients, learning what is most important for them so as to respond to their needs quickly and effectively. Shannon has a genuine care and concern for the people who put their faith in Protection Point Advisors and knows it's important that they feel that too.
Shannon shows up to work with a smile on her face every day, determined to deliver the WOW experience for clients at any opportunity.
Beyond EWG, there's nothing she enjoys more than spending time with her family. With husband Ryan and her four year old son, Shepard (whom she calls "her heart") Shannon loves cooking and going on rides with the Vespa club.
Job Titles:
- Director of Trading and Supervision
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
- Office Manager for Eagle West Group
Viviane is the Office Manager for Eagle West Group in Culver, California. Viviane brings over 20 years of administrative experience in Office Management, Executive Assistance and Roadshow Planning for financial firms.
Previously she was an Asset Manager for a family office in Manhattan, responsible for looking after an international real-estate portfolio valued at $65+million comprised of eight properties across five continents. Prior to moving to the USA, Viviane acted as a Road Show Planner for large and small private equity shops where she was responsible for the strategic planning and logistics for roadshows - IPO, bonds and debentures issuance. From 1994 to 2006, Viviane progressed from the mailroom of a Dutch investment bank through the organization ultimately achieving the role of executive assistant.
Viviane was born and raised in Sao Paulo, Brazil. She studied in London, UK, where she earned her Bachelor's Degree in Business Management. She is always ready to travel.