Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Edward A. McDonough

Founder/Chief Investment Officer

Camie Nguyen

Investment Advisor/Senior Operating Officer

Shannon McDonough

Wealth Advisor

Samantha Mosca

Client Service Manager

Strategic Partners

Personal Trust Services
Advisor Private Wealth Trust

Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company (NATC). National Advisors Trust Company (NATC) is one of the largest independent national trust companies with approximately $12.5...

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Tax Preparation
David Crowder, CPA | DC & Asssociates, PA - TaxPreparer

Dave Crowder has worked in income taxes and related issues for 38 years. Eleven with the IRS and 27 in private practice. Dave was raised in Gainesville Florida and received his degree from the University of Florida. He served 3 years...

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Estate Planning
Adam Kirwan | The Kirwan Law Firm

Adam O. Kirwan, J.D., LL.M. is the founder of The Kirwan Law Firm and the author of the books, The Asset Protection Guide for Florida Physicians, and The Asset Protection Guide for Florida Residents.  The attorneys at The Kirwan Law Firm...

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Wealth Management Partner
George Jackson | Jackson Wealth Management

George Jackson MBA, CPA, CFA, CFP®, CMT, CLU, ChFC - Managing Member/Chief Investment Officer/Chief Executive Officer of Jackson Wealth Management, LLC is also a Certified Public Accountant with George P. Jackson P.A. CPA, an...

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Insurance Strategist
Gregory Crawford | American Business

Greg works closely with business owners, families and individuals in their insurance planning. He regularly advises clients on how to utilize insurance to protect against risk exposure and improve their overall financial goals. Greg is...

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SoFi Lending Solutions

We have partnered with SoFi Lending solutions to make it easy for our clients to receive quotes for financing or refinancing their personal loans. To apply for a free quote today visit our landing page now.
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TriState Capital

McDonough Capital Management partners with TriState Capital to open up the opportunity for our clients to obtain a line of credit against their management investment accounts. This gives our clients liquidity without liquidation.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.