The Palm Financial Group

Our Team History

Our financial advisory team has deep roots and a proud legacy of multigenerational service. The foundation was laid in 1984 when Alan “Cubby” Wolfe opened the Paine Webber office, establishing a client-first philosophy that continues to guide us today.

In 1991, Mike Palm joined Cubby, bringing a strong commitment to personalized financial guidance. The team expanded in 1997 with the addition of Kirk Hager, further strengthening our expertise and client service capabilities.

The next generation of leadership began to take shape when Matt Palm joined the team in 2014, followed by Nick Palm in 2016. This continuity not only reflects our team’s long-term vision but also mirrors the multigenerational relationships we’ve built with many of our client families.

We take great pride in our ability to serve clients across generations, offering consistent, trusted advice through life’s many stages. Our team structure ensures that the values and experience of the past are carried forward, while embracing the innovation and energy of the future.