Our Team

  • Terry Mitchell, Principal

    An Accredited Fiduciary, Terry has over 10 years of wealth management with a focus on asset protection, capital raising and succession planning for family-owned corporations. Simplifying complex financial strategies is Terry’s passion.

  • Nackiesha Forbes, SVP Marketing Analyst

    Making two successful exits of design and marketing companies. Nackiesha has a unique eye for evaluating marketing, communications and branding challenges companies face. Nackiesha has fused a decade of marketing experience. Into her career as a public relations and brand strategist.

  • Kevin Howell, SVP Senior Analyst

    Kevin brings 25 years of strong experience in international business. and financial management. Development. Management and analysis. Has worked with a number of Fortune 500 companies. Small and mid-size businesses assisting with strategy, process management and development.