Meet Our Team

Matthew Coakley, CEO and Chief Investment Officer

Benjamin Coakley, Director of Business Development

Tyler Campbell, Director of Pharmacy401k and Employee Benefits Advisor

Joe Casselman, Director of Insurance

Robert Smith, Senior Wealth Manager

Lauren Russell, Wealth Management Service Director

Alex Bryant, Chief Operating Officer of the Pharmacy Insurance Group

Nicole Sooter, Service and Licensing Director for the Pharmacy Insurance Group

Zac Renfro, Customer Service for the Pharmacy Insurance Group

Curtis Verstraete, Director of Strategic Planning