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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Julie Young

Administrative Assistant

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

Director of Client Services