Our Team

Our Team

Mike Cox, RFC®

Wealth Advisor

Mike earned a BS from the University of Maryland, where he majored in mechanical engineering and minored in business management. After working for a Fortune 500 company, Mike decided to pursue his true passion and completed the Georgetown University Financial Planning curriculum. Mike worked for another investment firm for nine years before he decided to open his own firm with a focus on a holistic approach to his clients' financial lives. Managing investment and retirement accounts is just one block in a person’s financial foundation. Understanding how those investments work together with a tax plan and an estate plan while keeping the client’s long-term goals in mind is vitally important. Our firm incorporates this holistic approach in developing strategies for managing our clients’ investments and developing long-term retirement plans. Our goal is to help get our clients to their retirement destinations.

Mike believes that there are a few simple steps to a happy life: smile at strangers, slow down and look at all the wonderful things that surround you, always say thank you, choose to be positive, love always, give back, and look up. Mike has a keen sense of humor, loves practical jokes, and has an adventurous spirit that coincides with his zest for life. In his free time, he enjoys spending time with his wife, Deborah, his friends and family, and especially his nieces and nephews. Mike and his wife both volunteer their time every summer with a local youth group that rebuilds homes in Appalachia.

Summit Club seal
 

 

 

Mike Cox is proud to have been recognized as a Summit Club advisor for 2023—a distinction based on annual production that places him among the top 18 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Tina Mattingly

VP Director of Operations

Meet Tina Mattingly, the heart and soul of our Pathway family.  As the director of operations, Tina brings an infectious energy, a fun-loving spirit, and an unwavering dedication to helping clients navigate their way through their financial pathways with confidence and enthusiasm. In her role, Tina plays a pivotal part in deepening client relationships, ensuring that every individual receives personalized attention and tailored client service solutions. Her commitment to understanding clients' unique needs and aspirations goes beyond the numbers, creating a supportive environment for each step of their financial journey.

Outside of the financial world, Tina's passion for creativity comes to life. A lover of decorating and refurbishing furniture, Tina turns ordinary spaces into extraordinary havens. She and her husband, Jeff, have five gorgeous grandchildren that they adore. With two in Alaska (Kasey and Taylor) and three in Connecticut (Ben, Piper, and Theodore), they cherish every moment they have with them. Whether spending hours in her "she-shop" or spoiling the grandkids, Tina always finds time for fun and family.

Bill Gaines

Wealth Advisor

Meet Bill Gaines, a seasoned financial advisor known for his exceptional listening skills and organizational prowess. Bill is not just a financial professional; he's your empathetic guide in the journey toward financial success, seamlessly blending professionalism with a welcoming demeanor. Bill's greatest strength lies in his ability to truly listen. As a financial advisor, he understands that every client's story is unique, and by paying meticulous attention, he crafts tailored financial solutions that align with individual goals and aspirations. Impeccable attention to detail is Bill's hallmark. His organized approach ensures that no financial stone is left unturned, providing clients with a comprehensive and thorough financial planning experience. 

In his downtime, Bill loves spending quality time with his wife, Melinda, and their two dogs. Bill is always ready for family outings with his two adorable grandchildren, River and Isla; traveling to Charleston to visit his daughter; and indulging in the delectable treats of a “5 Daughters Donut” in Nashville. These are just a few cherished moments that reflect Bill's appreciation for life beyond the financial realm. 

Justin Emmert, CFP®

Wealth Advisor

Justin Emmert is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of wealth management experience. He earned his BS in business administration from Stevenson University and resides right here in Calvert County with his wife, Lauren, and their three active boys: Jack, Ben, and Nate. With a passion for helping individuals and families achieve their financial goals, Justin dedicates his expertise to providing customized financial solutions that align with each individual’s needs.

Outside of his professional pursuits, Justin enjoys spending quality time with his family, often engaging in outdoor activities such as golfing, hiking, kayaking, and fishing. He also takes an active role in coaching his kids' sports teams. Additionally, Justin values the opportunities travel brings to explore new destinations and create lasting memories with his family.  Justin's dedication to both his career and family exemplifies his balanced approach to life, where he strives to make a positive impact in both his professional and personal life.

Sara Broomfield

Client Relationship Specialist

Meet Sara, your client relationship specialist. Sara has a keen eye for detail and impeccable organizational skills. Sara's dedication to assisting clients and making them feel important ensures that every client interaction is seamless and efficient. Sara takes pride in providing top-notch, friendly service, always striving to exceed your expectations. Beyond her professional life, Sara is dedicated to her family. 

Her husband, Josh, and their two sons, Colton and Owen, are the center of her world. Despite her busy schedule, Sara finds balance by prioritizing quality time with her loved ones, whether it is a tee-ball game, seeking out a new hiking trail, or embarking on a family vacation and creating new memories, she approaches every journey with enthusiasm.