Michael Mckay is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has worked at LongView Wealth Management since 2005 and previously spent 15 years at Cambridge Investment Research, Inc. In addition to his advisory role, he serves as president of MBM Investments Inc., a registered S-corporation managing office expenses and tax liability. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Sarah Clayton is a CFP® with six years of industry experience currently serving at LongView Wealth Management. Her prior roles include positions at Cambridge Investment Research and FineLine Technologies. She is also a registered representative of M.S. Howells & Co. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.