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Our Team

A Team You Can Trust

Work directly with one of our dedicated financial planners to pursue your wealth management and financial planning needs. Feel confident knowing that behind each of our financial planners is a whole team, working to help make your financial planning experience easier. With a tailored approach for every client, our ensemble of financial professionals can help you whether you need tax planning advice, investment guidance, or other specialty services. Get to know the team who is ready to help you.

Our Team

Craig Coen

Craig Coen, MBA, ChFC®, CLU®, AIF®

Financial Planner | CEO | Co-Owner

Seth Petsch

Seth Petsch, CFP®, ChFC®, AIF®

Financial Planner | CFO | Co-Owner

Chad Appleton

Chad Appleton, CFP®, AIF®

Financial Planner | Co-Owner

Carla Curry

Carla Curry, ChFC®, AIF®

Financial Planner

Andrea Houseworth

Andrea Houseworth, MBA

Chief Operations Officer | Co-Owner

Emilee Hancock

Emilee Hancock

Communications Specialist

Bram Roden

Bram Roden, MBA

Communications Specialist

Katelyn Minks

Katelyn Minks

Client Service Specialist

Katy Carter

Katy Carter

Financial Advisor

Anthony Cowan

Anthony Cowan

Financial Advisor

Raquel Wheeler

Raquel Wheeler

Client Service Specialist

Our Services

Our comprehensive services are designed to integrate into a holistic wealth management plan for life. Plan for the life and retirement you desire.

Explore Services

Our Approach

Our approach to wealth management is based on teamwork. When you work with one of our advisors, you also get the backing of our entire office, working together to help you pursue your goals.

Our Approach

Contact Us

We offer more than just financial planning. We are committed to helping you thrive in life as we guide you to and through the retirement you’ve envisioned. Contact an advisor today.

Contact Us Today