YOUR GUIDES TO WEALTH ACCUMULATION

Our financial planning and investing experts are here to help you get started on the path to high net worth.

Cannon Carr

Cannon Carr

Chief Investment Officer

Cannon is our numbers guy, the man behind the investment strategy that powers MAP. And he’s a huge sports fan. So, cue the sports analogies and get ready to be impressed by the investing stats he serves up. Cannon lends his expertise to give the next generation of wealth accumulators (read: you!) access to proprietary investment research that typically isn’t accessible to investors with less than $1M. As the father of three teenage boys, he has a vested interest in harnessing the power of Dad jokes to inspire young investors to find their financial footing early. 

Podcast Recommendation: Your Money Briefing

Walker Davidson

Walker Davidson, CFP®

Wealth Accumulation Advisor

Want to invest in your future but still tackling student debt? Walker is your go-to guy for mapping the path forward to a more solid financial future. A former small business owner, Walker knows how to channel that fiery, entrepreneurial spirit to help young investors make their money work harder for them as they build their fortune and take meaningful steps toward the financial future they’ve always pictured for themselves.

Podcast Recommendation: Personal Profitability

Amy McCollum

Wealth Accumulation Facilitator

Amy understands investing can be intimidating and that everyone starts in a different place, which is why her goal is to make things as easy as possible as you map the path forward on your financial journey. Amy embodies MAP’s unwavering commitment to customer service, keeping you at the center of everything the team does behind the scenes to make MAP easy for you to access and use.

Podcast Recommendation: Financial Grown Up

Merriweather Mulé

Wealth Accumulation Advisor

Whether you’re among the growing number of women leading from the C-suite or are on track to be the #GirlBoss of tomorrow, consider Merriweather your financial future’s bestie. A planner at heart, Merriweather has a special interest in helping professional women who are working to accumulate wealth independently and want to map out financial visions focused on early retirement – on their unique terms.

Podcast Recommendation: So Money

Ray Peebles

Ray Peebles

Wealth Accumulation Advisor

Learning about investing can be complicated, but it doesn’t have to be. Just ask Ray. A member of the sandwich generation, Ray has seen firsthand how difficult it can be to navigate personal retirement goals while planning to pay for your kid’s college and the cost of long-term care for aging parents. Because he’s seen financial challenges spanning generations, Ray works with investors to team up with the next generation to instill good habits from the start that will pave the way forward for a stronger financial future.

Podcast Recommendation: Stacking Benjamins

Jean Pursley

Jean Pursley

Wealth Accumulation Facilitator

So, you want to expand your family but aren’t sure how to fund your own retirement and a 529 plan for the little ones? You’ll want to hear from Jean, our resident guru for young (and growing!) families. Jean’s expertise lies within the careful blend of short-term and long-term planning needs for families, especially those already expanding or planning to do so. Jean couples her expertise with that of her own experience as a young mother to help parents teach basic financial education principles to children early in life.

Podcast Recommendation: Her Money

Brad Robinson

Brad Robinson, CFA, CFP®

Wealth Accumulation Advisor

Wealth accumulation boot camp, anyone? This retired United States Army lieutenant colonel is a Certified Financial Planner®, and he’s here to sound the alarm on the number of Americans who aren’t ready for retirement, let alone an early one. To combat this issue, Brad puts his 20+ years of leadership experience to use helping young investors in the fight to control their financial future. Brad is particularly passionate about serving those with military backgrounds like his own, helping brothers and sisters in arms achieve the financial picture they’ve envisioned for their lives.

Podcast Recommendation: The Military Wallet

Catharine Aguilar

Wealth Accumulation Facilitator

The Roman poet Virgil was onto something when he famously wrote “the greatest wealth is health,” but what he may not have known is that the two are inextricably linked. After 20 years working in the healthcare industry, one thing was abundantly clear to Catharine: she wanted to put her talents to use helping others improve their financial health for the benefit of their physical well-being. Whether penning a piece that helps working moms realize the need for carving out money in the budget for self-care or providing valuable resources to aid millennials in financial planning for their parents’ long-term care needs, Catharine takes pride in introducing consumers to one of the greatest, but perhaps seemingly unlikely, allies for your health: wealth.

Podcast Recommendation: WSJ’s Secrets of Wealthy Women