Our Team

Greg Kutrow began his career in financial services with Principal Financial Group in 1989. He first served as an Advisor and then a Regional Managing Director. In 2007 he partnered with Jonathan Shimer and formed Vigilant Financial. Greg is a Registered Representative and an Investment Advisor Representative with NFP Advisor Services, LLC and carries the appropriate securities licenses. Greg is a graduate of the University of North Carolina and currently resides in Washington, DC.

 

Jonathan Shimer began his career with Smith Barney as a Financial Consultant in 1997. Prior to forming Vigilant Financial, Jonathan was Associate Director of the Washington, DC Regional Office for Principal Financial Group. Jonathan is a Registered Representative and an Investment Advisor Representative with NFP Advisor Services, LLC and carries the appropriate securities licenses. Jonathan is a graduate of Bucknell University and currently resides in Raleigh, NC with his wife and two sons.

 

Shelly Horwitz, CMFC® has more than 15 years of experience working solely on retirement plan management. She has provided consulting and fiduciary advisory services to over 200 non-profits and corporations in such areas as fiduciary governance, plan design, investment consulting, compliance, employee education and communication. She currently serves on the Prudential Retirement Plan Advisory Council and is a member of the following organizations: American Society of Pension Professionals and Actuaries (ASPPA), Finance and Administration Roundtable (FAR), American Society for Association Executives (ASAE), Society for Human Resources Management (SHRM), and is a founding partner of National Association of Plan Advisors (NAPA). Shelly is a Registered Representative and an Investment Advisor Representative with NFP Advisor Services, LLC and carries the appropriate securities licenses. She currently resides in Atlanta, GA with her husband and two children.

 

Erik Volland, CFP® began his career with T. Rowe Price in 2004 and has since worked for CAPTRUST Financial Advisors and TIAA-CREF. Erik is a Registered Field Assistant with NFP Advisor Services, LLC and carries the appropriate securities licenses. He enjoys traveling, running, tennis, hiking, and gardening. Erik is a graduate of both Bucknell University (BA) and Colorado State University (MBA) and currently resides in Cary, NC with his wife and two children.