Our Staff
Jim Wilson
Principal
Jim is a Principal of the firm. He conducts client meetings and is the Chief Investment Officer.
jim@ncm-inc.com
David Holloway
Principal
David is a Principal of the firm. He conducts client meetings and is a member of the firm's Investment Committee.
david@ncm-inc.com
Michelle Warner
Chief Operations Officer
Michelle oversees all aspects of operations and handles client complaints. She works closely with Jim Wilson and David Holloway, and is a member of the firm's Investment Committee. She is also a Notary.
michelle@ncm-inc.com
Sarah Miller
CO-Chief Compliance Officer
Sarah reviews and evaluates compliance issues to ensure our firm complies with rules and regulations set forth by regulatory agencies and internal company policies and procedures.
sarah@ncm-inc.com
Josh McLaughlin
Portfolio Administrator, Clients A - K
Josh handles all paperwork related to the transfer of new accounts, transactions, new applications, redemption requests, wire transfers, ongoing administration tasks, provides cost basis information, processes Required Minimum Distributions and answers all income tax-related questions for existing clients. He is also a Signature Guarantor and Notary.
josh@ncm-inc.com
Jen Isotalo
Portfolio Administrator, Clients L - Z
Jen handles all paperwork related to the transfer of new accounts, transactions, new applications, redemption requests, wire transfers, ongoing administration tasks, provides cost basis information, processes Required Minimum Distributions and answers all income tax-related questions for existing clients. She also maintains our website and generates client billing statements, and is a Signature Guarantor.
jen@ncm-inc.com
Rose Martin
Pension Account Specialist
Rose handles ongoing administration for pension plans, such as participant distributions, rollovers into the plan, address changes, and processes all investment checks and allocations. She works closely with Plan Administrators to ensure that they have all necessary statements to balance the Plan. She is also a Signature Guarantor and Notary.
rose@ncm-inc.com
Molly Chase
Trading Specialist
Molly facilitates stock, bond and mutual fund trades. She also fields client inquiries regarding the market or account status. She works closely with Jim Wilson and David Holloway and is a member of the firm's Investment Committee.
molly@ncm-inc.com
Robin Rickey
Office Manager
Robin is our afternoon receptionist and maintains all aspects of scheduling, including accommodations. She is also responsible for the Quarterly Market Review Webinars and works closely with Jim Wilson.
robin@ncm-inc.com
