Dan Cuprill, CFP®
Dan, a leader in the financial services industry, he is a prolific writer and communicator. He’s been featured in The Wall Street Journal, Investors Business Daily, USA Today, and The Cincinnati Enquirer.
Committed to the art of holistic planning, Dan emphasized the need to view personal finance as similar to achieving and maintaining good health. What works for one person can be fatal for another. It all begins with a thorough and detailed analysis of one’s current strategy and must address all areas.
Known for his polite candor, Dan refuses to engage his clients in speculative strategies like stock picking, market timing, and cryptocurrency. His practice is best suited for those who seek an advocate in all areas of financial matters.
Wes Cuprill, CFP®
Wes is no stranger to the financial advisory world. One could even argue that he was born into it.
Growing up, Wes watched Dan approach his work every day with devoted passion and enthusiasm. It’s that same passion and enthusiasm that Wes brings to his role as an investment advisor representative, working tirelessly to strengthen client relationships and ensure we deliver the best possible service we can to them.
Wes is a graduate of Indiana University’s prestigious Kelley School of Business, and before joining M&C, he worked in supply chain with Baxter Healthcare.
Fred Taylor, CFP®
Fred Taylor is a wealth and investor coach, founder and President of Professional Associates Wealth Coaching, Inc. located in Marietta, GA.
As an active speaker, lecturer and writer, Fred has spoken and taught at numerous national and international professional conferences, symposiums and civic events as well as having authored several published articles. He has appeared on programs with such notables as former President Gerald Ford, Former Israeli Foreign Minister Abba Eban, and noted investment icons such as Sir John Templeton and Phillip Carret. He has been profiled in Business Atlanta and has been a regular guest on WRNG & WSB radio in Atlanta. As a coach to his clients, he considers most rewarding, the time that he spends teaching, lecturing and mentoring. He teaches the “Investor Education Seminar” series, a four year, quarterly program for investors as well as a monthly class: “Separating Investment Myths From Truths.” Additionally, he also conducts periodic “Investor Boot Camps” for individuals and group entities.
Trena Powell, Operations Director
Trena is the glue that keeps the operation going. Having been with the firm for over ten years, she is the primary service contact for all of our clients. And she does it all from her home in Florida.