Pgi Wealth Management

Erin Martin is a CFP® professional with 16 years of industry experience, currently serving at PGI Wealth Management. She has worked at MRP Capital Management, LLC and MRP Legacy Advisors, LLC prior to joining PGI Wealth Management. Erin is also the owner of MRP Capital Management, LLC, a non-investment related entity used for tax purposes. PGI Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm emphasizes long-term, asset-allocation focused strategies and integrates pension consulting into asset management, managing approximately $932 million in client assets across seven offices.

Todd Mcelroy is a financial advisor with PGI Wealth Management in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Philip James Wealth Management since 2018 and was previously with Principal Life Insurance Co and Princor Financial Services, Inc. McElroy is also involved in independent insurance sales, focusing on fixed life insurance and group benefits. PGI Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations with investment advisory and financial planning services. The firm employs long-term, asset-allocation strategies and integrates pension consulting into asset management across seven offices, managing approximately $932 million in client assets.

Katie White is a CFP® professional with 25 years of industry experience, currently serving at Pgi Wealth Management since 2022. Her prior roles include positions at Sutton Wealth Advisors, Purshe Kaplan Sterling Investments, Truist Investment Services, and BB&T entities. Outside of her advisory work, she owns Tampa Divorce Planning Solutions LLC, a firm focused on providing divorce-specific planning solutions. Pgi Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and integrates pension consulting into its portfolio management.

Ruben Rozental is a financial advisor at Pgi Wealth Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Black Pearl Financial Services and Business Tax Strategies LLC. In addition to his advisory role, he is an independent insurance agent. Pgi Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting into its portfolio management services.

Cynthia Hunt is a financial advisor with Pgi Wealth Management in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Cyntax, LLC and Avantax Investment Services, INC., and she has operated her own tax preparation and planning business since 1999. Hunt serves on the boards of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. Pgi Wealth Management, operating as Greylin Investment Management, provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and manages approximately $932 million in client assets across multiple offices.

David Parkinson is a CFA® charterholder with 22 years of industry experience. He is currently with PGI Wealth Management, where he has worked since 2024, following a 31-year tenure at Greylin Investment Management Inc. PGI Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and integrates pension consulting into its asset management services, managing approximately $932 million in client assets across seven offices.

Nicholas Mcelroy is a financial advisor at PGI Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Philip James Wealth Management, LLC since 2018. His background also includes roles with Principal Life Insurance Company and Princor Financial Services Corp. PGI Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting with portfolio management across multiple offices.

Dustin Dorhout is a Series 65 licensed financial advisor with five years of industry experience, currently serving at PGI Wealth Management. His prior roles include positions at WealthPlan Investment Management, WealthPlan Partners, CLS Investments, and Spectrum Financial Services. PGI Wealth Management operates under the name Greylin Investment Management and offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm emphasizes long-term, asset-allocation strategies and integrates pension consulting into its asset management services, managing approximately $932 million in client assets across seven offices.