ADVISOR

After being honorably discharged from the U.S. Marine Corps, Ron built a practice as a Financial Advisor where he also earned the CERTIFIED FINANCIAL PLANNER® designation and obtained a MSBA in Financial & Tax Planning. After nearly a decade as a financial advisor, Ron switched careers and held senior positions with Private Equity Commercial Real Estate and Credit firms before ultimately building out a channel for a Top 10 DST Company as Managing Director.

These two careers led Ron to open Glasgow Investment Solutions - a boutique firm providing advice to affluent clients on sophisticated portfolio construction.

Email - + 1 (469) 873-7132

ADVISOR

Wolfgang is CEO and Founder at Capitalize Wealth Management, LLC. With over 28 years of experience in capital markets, real estate and wealth management, he has a vast amount of knowledge in portfolio management, institutional alternative assets, and tax mitigation strategies. He specializes in tax mitigation strategies aimed at reducing personal tax liability related to both passive and active income, as well as short and long-term capital gains. He routinely speaks on these topics and provides continuing education on tax mitigation to Bar Associations, CPA and Law firms, Real Estate brokerages, and investor groups. Wolfgang has personally utilized many of these strategies – including 1031 Exchanges and Opportunity Zone Funds – as both an active and passive real estate investor. Additionally, he has personally invested and raised capital for many private equity real estate offerings throughout his career – ranging from ground up development projects to fully stabilized assets. He is a consistent top producer – relying on recurring business and referrals from satisfied clients to grow his business.

Email - +1 (773)-220-8260

ADVISOR

Dan formed The Helix Financial Group in 2003 with a focus on cultivating client relationships through comprehensive wealth management strategies for all the issues that link a client's finances with their lifestyle. Differentiation is the approach by which we aim to construct plans that have the highest probability of success with the lowest possible risk exposure. We work directly with our clients to complete a personal Investment Policy Statement (IPS), and it serves as a framework for all financial decisions. It also benefits you by taking the emotion out of investing. An IPS facilitates active consulting and allows us to truly understand each client situation. Through this, the goal is to solve problems and prevent them from occurring in the first place. We rely on a long-term vision to help you plan your
target net worth, protect your estate, reduce your taxes, for whatever your unique objectives may be.

Email - +1 (214) 629-3999

ADVISOR

Jeff Garcia is a seasoned investment professional with over 20 years of experience, serving individual and institutional investors. He has worked at TD Ameritrade, Merrill Lynch and has had the unique experience of working for Morgan Stanley two times, ten years apart. As an early adopter of alternative investments, Jeff has been recognized nationally as a leading alternative investments consultant to endowments, family offices and billion-dollar Registered Investment Advisors. He has a Bachelor's degree in Business Administration from the University of New Hampshire and holds his Series 7, 66 and insurance licenses.

Email - +1 (603) 674-2378

ADVISOR

Chris, like all other advisors with Great Point, believes there’s a better way to be doing it. If you go to a traditional advisor, expect traditional results. With the rise in the focus on safety in the alternative investment industry, there are more and more viable options available to curious and hungry investors and advisors. Viewing this landscape through a risk-adjusted return lens exposes the fertility of it. Let’s go for a walk.

Email - +1 (773) 382-1782

ADVISOR

Phil Parker has been a licensed securities representative since 1986. He opened his first investment office for a national firm in 1987; helped develop retail investment programs for two bank holding companies from 1990 to 1994: and has operated Parker Wealth Management as a sole proprietorship since 1996. Parker Wealth Management provides investment advisory services through Great Point Advisors, and investment brokerage of securities and alternative investments such as real estate through Great Point Capital. Additionally, Phil is involved in the sale of insurance products such as life, annuity, and long term care.

Email - +1 (214) 507-3912

MANAGING DIRECTOR OF OPERATIONS

Valerie joined Great Point Capital in 2023 as the Director of RIA Operations. She brings a wealth of experience and knowledge to Great Point Advisors.  Adding to her years of RIA operations experience she has also served as a director of compliance.  The combination of these positions has developed Valerie into a creative problem solver with a passion for excellent client service.

Email - LinkedIn

RIA OPERATIONS ASSOCIATE

Rabsy joined Great Point Capital in 2024. She has over 20 years of financial services industry experience spanning a broad range of services. Rabsy began her career in the venture capital space and transitioned into the trading and clearing spaces. Rabsy was a founder and senior executive of a clearing firm established and tailored to the needs of the high-frequency and algorithmic trading community where she ran the Client Services division. She brings with her a passion for financial growth and development.

Email - LinkedIn

RIA OPERATIONS ASSOCIATE

Alycia joined Great Point Capital in 2024 as an Operations Associate, bringing a strong background in financial operations, business development, and process optimization. She has extensive experience structuring and operating investment vehicles and coordinating with stakeholders to close deals. Alycia focuses primarily on RIA operations, product due diligence, and supporting the firm’s growth objectives

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OPERATIONS ANALYST

Marceline (Celine) Azem started working full time for Great Point Capital in May of 2023, upon completion of her BA in political science from Loyola University Chicago. She primarily performs in operations and RIA client relations. She also leads the onboarding process. Additionally, she assists in back-office business development.

Email - LinkedIn