THE PERSONAL WEALTH COACH®

THE PERSONAL WEALTH COACH®

If you ever find yourself questioning what's fair in any given situation, all you have to do is ask, "How would I want to be treated?"

James P. Owen

Meet our Experienced Team

Meet the dedicated team behind The Personal Wealth Coach! Our experienced financial coaches are committed to empowering individuals with personalized strategies for budgeting, investing, and wealth-building. Through customized plans, ongoing education, and accountability, we help clients achieve long-term financial success and independence. Get to know the experts who guide you on your journey to financial confidence and security.

Jake McClure, CIMA®
Certified Investment Management Analyst®
Jeff McClure
M.S. Personal Financial Planning
Samantha Varacalli, CFP®
CERTIFIED FINANCIAL PLANNER®

Christy Rakowitz

Advisor-In-Training

Dea Prall

Business Manager

Tary Sipe

Operations Manager

Calli Jochum

Paraplanner,
Chief Compliance Officer

Joshua Call

Paraplanner,
Information Security Officer

Jennifer Oliver

Client Relations Manager

Ashley Briggs

Administrative Assistant

Peggy Westmoreland

Administrative Assistant

Dustin Howard

File Clerk

Robyn Diller

Software Engineer

Juanita Orozco

Administrative Assistant