Broker Check


Jim Coleman is an independent financial advisor with more than twenty-five years of experience in the financial services industry. He specializes in developing unique financial strategies that help clients create a reliable income...

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Kathy brings over 25 years of experience in the Financial Industry to Coleman Financial Advisory Group. Kathy has diverse skills in both back office procedures and customer service that allows her to provide the highest quality of...

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Julie joined Coleman Financial in February 2015. As the administrative assistant, she is responsible for answering the phone, greeting clients upon arrival, filling out account applications, following up on paperwork, putting together...

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Lori Bernard

Senior Registered Office Assistant