Team

Allison brings a year of experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco. Allison...

Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate.

Cathey brings more than 18 yrs of experience in Client Relationship and Account Management; over 12 years specifically in the retirement plan industry.

As a Financial Advisor, Cherif provides financial consulting services to private wealth clients. Prior to joining NWK Group, Cherif worked for the past 30 years as a firefighter with Palm Beach County Fire Rescue retiring with the...

Jim is one of the founders of NWK Group, Inc. 

Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients. 

Nadim is one of the founders of NWK Group, Inc. He leads the investment and research process and serves as portfolio manager for private wealth and institutional clients.