Advisory Team

James Michaels built his advisory practice on two cornerstones: trust and transparent communication. His journey began at Ameriprise in the IDS Center in Minneapolis, driven by a vision to create a firm rooted in the highest ethical standards. Today, he delivers personalized financial guidance with a level of service that goes above and beyond.

A finance graduate from the University of River Falls, James now calls Breckenridge, Colorado home. When he’s not working with clients, you’ll find him skiing fresh powder or hiking mountain trails with his two daughters. A lifelong movie buff, James is writing and producing his first film, The Forgotten, a project inspired by his deep commitment to protecting and advocating for the elderly.

For over 30 years, Rebekah Quinlan has guided clients through their financial journeys with a holistic, relationship-based approach. She specializes in portfolio strategy and retirement income planning, while also helping clients with college funding, insurance and estate planning.

A University of Minnesota Carlson School of Management graduate, Rebekah supports clients at every life stage with thoughtful, tailored solutions. At home, she and her husband Mike are proud parents to six boys and two grandchildren. An animal lover through and through, Rebekah spends her free time rescuing and rehoming chickens, horses, pigs, cats and dogs, earning the love of clients and critters alike.

Emily Sweeney brings precision and a people-first mindset to operations at NGC Global Wealth Management, Inc., supporting both advisors and clients with day-to-day service needs.

Before joining the financial world, she oversaw several national marketing and public relations campaigns as a media manager. Now she’s channeling that same creativity and drive into her pursuit of the CERTIFIED FINANCIAL PLANNER^™ certification.

Emily is always up for an adventure. She’s a lifelong learner who loves traveling, baking and trying new things like tackling downhill skiing for the first time in 2025 (spoiler: she nailed it).