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SecondHalf Coach Wealth Management

SecondHalf Coach Wealth Management

Categories

Financial Advisors/Planners-Retirement Services

About

At SecondHalf Coach Wealth Management our vision inspires big-picture thinking and an enduring commitment to fostering long-term relationships. We value the opportunity to be by the side of our clients through all the events that make up their personal journeys: going to college, welcoming a new baby, planning a wedding, buying a new home, starting a career, entering retirement, creating a legacy, traveling on a dream vacation and all the special moments in between.

Contacts

Primary
William Urbanik
Partner

Bree Edgerly
Business Development Manager

Jessica Geary
CFP, Partner

Jennifer Gendron
Client Concierge

Amanda Mayger
Service Manager

Tawnya Rockwell

Anthony Slezak
Partner

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