With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Zachary Lewis

MBA, CFP®, CRPC, CMFA®

Private Wealth Advisor

Managing Partner of Rally Point Wealth Management
Learn more about Zachary Lewis

Kaleb Hupp

MBA, CFP®, CRPC

Financial Advisor

Managing Partner of Rally Point Wealth Management
Learn more about Kaleb Hupp


Our team

Mary Bowersock

Mary Bowersock

Client Service Manager,

Paraplanner
Mikhaila Besida

Mikhaila Besida

Administrative Assistant