Our advisors

Michael Coffield

CFP®, ChFC®, CLU®, CRPC

Private Wealth Advisor

President of Coffield & Associates
Learn more about Michael Coffield Visit Michael Coffield's website

Jay M Kuhn

Financial Advisor

Franchise Owner
Learn more about Jay M Kuhn Visit Jay M Kuhn's website

Christopher J Bonapace

CFP®, CEPA®

Financial Advisor

Learn more about Christopher J Bonapace Visit Christopher J Bonapace's website


Our team

Katrina Shamoon

Katrina Shamoon

Practice Manager

Carol Oakes

Carol Oakes

Client Service Coordinator

Personal Intro

Carol joined Ameriprise in 2015 aswell with 12 years of financial services experience. She also will assist in preparing for all meetings tohelp make our clients time spent with our advisors productive.

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