Mike Cox, RFC®
Wealth Advisor
Meet Mike Cox, the founder of Pathway, Mike earned a Bachelor of Science degree from the University of Maryland, where he majored in Mechanical Engineering and minored in Business Management. He later completed the Financial Planning Program at Georgetown University. Mike enjoys working holistically with clients to ensure their Financial Plan, Investments, Tax Planning, Retirement Income, and Estate Planning are all working in concert to support their financial and personal goals.
On the personal side of life, he enjoys “Anything Outdoors”. Whether snow-skiing, mountain biking, or hiking in the mountains, Mike and his wife Deborah relish the beauty of nature. They also love spending time with family, especially their nieces, nephews, and “adopted next-door daughter”. 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. Living on a small farm in Huntingtown, they truly try to ENJOY THE DAY each and every day.
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. 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.