Financial Coach provides comprehensive financial planning and investment management services to high net worth families who are either retired or approaching retirement.
As much as we would like to believe that a “wealth management” relationship is purely economic in nature, it is not. The interaction between advisor and client is rarely as sterilized as doing a bank transaction, it is intimate and based on trust and openness. As such, we expect that the families we serve will share the core principles that guide our business, such as optimism, transparency, and respect.
We are excited to work with families who aren’t ready to check out. We’re looking for those ready to finally achieve a dream, grow a business, take a risk, serve their community, or create a legacy for their children and grandchildren. We look for clients who aren’t as concerned with a net worth as they are about proving their life’s worth.If you think you're a good fit Get Started Now
Jeff began his career in 1999 with a small local insurance company, but knew something was missing in his career. In a world where bottom lines were more important than customer satisfaction, he craved an opportunity to be a more holistic planner for his clients and not try to hit a sales goal. “I knew that being more comprehensive was … » READ MORE
While she now smoothly runs operations, marketing, and compliance for Financial Coach, Becky started her career as a journalist and didn’t know retirement planning would become the field for her. But under the tutelage of the team she found her calling, and she knows they can make it clear for you, too. In 2019, Becky earned the NRS Investment Adviser … » READ MORE
Mike is the Chief Investment Officer and a Senior Advisor at Financial Coach. With over 25 years of industry experience, Mike has worked at major financial institutions such as The Vanguard Group, Blackrock, the National Stock Exchange, JPMorgan, and Susquehanna International Group. His perspective has been shaped by serving in a variety of leadership roles at these diverse firms. “In the … » READ MORE
Money can be a taboo topic, it’s something we’re told not to discuss in public and that it’s bad manners to compare wealth. And those rules still apply to the Thanksgiving dinner table, but at Financial Coach, Carmen strives to let people feel comfortable with the topic. “The feeling I want someone to get is that yes, finances can be … » READ MORE
As the leader of the Financial Coach team and an experienced industry professional having worked at such firms as ING Variable Annuities, Merrill Lynch, and BB&T Investments, Owen takes pride in being able to connect with clients one-on-one and clearly walk them through the ins and outs of financial planning. A former college lacrosse All-American and current triathlete, one of … » READ MORE
The team atmosphere and opportunity for personal and professional growth is what drew Meghan to Financial Coach and now as a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor, her duties revolve around the client experience. As a CFP® Practitioner Meghan is required to ensure that client interests are put first and that their needs are heard and addressed. “The client/advisor dynamic is very unique … » READ MORE