SecondHalf Coach Wealth Management

Categories

Financial Advisors/Planners-Retirement Services

About

At SecondHalf Coach Wealth Management, we believe in big-picture thinking and the power of long-term relationships. Life is full of meaningful milestones—going to college, starting a career, buying a home, planning a wedding, welcoming a new baby, entering retirement, creating a legacy, traveling on a dream vacation, and all the special moments in between. Through it all, we are committed to being by your side.

By engaging our collective talents and experiences, we effectively coach you through life's journey, helping you build a SecondHalf chapter where you can enjoy the lifestyle you choose, a healthy retirement, and a lasting legacy for future generations. Our client relationships are built on our core values—Faith, Empowerment, and Respect.

Please reach out to see how we can be By Your Side Through It All.

Contacts

Primary
William Urbanik
Partner

Bree Edgerly
Business Development Manager

Jessica M. Geary
Partner, CFP®, MPAS™, ABFP™

Jennifer Gendron
Client Concierge

Amanda Mayger
Service Manager

Tawnya Rockwell
Chief Production Manager

Anthony Slezak
Partner

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