Mike Cox, RFC®
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. After working for an investment management and financial planning firm for nine years, he decided to start 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.
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 family, especially his nieces and nephews; working out; skiing; doing wine tastings; and volunteering his time with a local youth group that rebuilds homes each summer in Appalachia. He 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, say thank you, choose to be positive, love always, give back, and look up.
Mike Cox is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista 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.
Director of Operations
As director of operations, Tina works directly with clients, advisors, and other departments to assist with or help expedite processes as needed. She also interacts with clients on a daily basis to open accounts, transfer assets, and assist in providing the services needed to make portfolio changes and updates as requested. Tina understands the significance of providing Pathway Investment Group clients with information that is both relevant and important to them. She enjoys developing marketing material for clients to inform and educate them as they make important decisions on how to invest their money and plan for retirement.
Tina has a contagious laugh and brings a spirited sense of humor to the office. She enjoys spending time with family and friends and is blessed to have two wonderful children. She is happy to reap the benefits of her son’s custom woodworking skills and is proud of her daughter who currently serves in the U.S. Marine Corps. Her words to live by are "to enjoy the little things in life, for one day you may look back and realize they were the BIG things."
Bill brings a wealth of experience and knowledge to his role as a financial advisor with Pathway Investment Group. He is a graduate of the Georgetown University Financial Planning program, which, combined with his financial and business background, enables him to help his clients with their retirement goals.
Bill is known as a great listener and is filled with compassion. He strongly believes in a comprehensive approach to helping his clients develop their personal retirement plan and investment strategy.
Bill is a life-long Maryland resident. He is married, has three children, and loves spending time with his family every chance he gets. On occasion, he can also be found on the golf course enjoying his favorite sport.
On a personal note, he is a firm believer in giving back to his community. Bill volunteers with many organizations, such as Calvert Hospice, the Appalachian Service Project, Food for the Hungry, and the Boy Scouts.