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SecondHalf Coach Wealth Management Announcements

December 2017

Bree Edgerly and Amanda Mayger completed their certification to become Financial Para-planner Qualified Professionals.

August 2017

William Urbanik celebrates 15th anniversary in the financial planning business.


July 2017

The SecondHalf Coach, Inc. changes its name from The SecondHalf Coach, Inc. to SecondHalf Coach Wealth Management and modernized their logo with a new bold and refreshing look.

July 2017

Bree Edgerly joins the SecondHalf Coach Wealth Managment Teamand will serve as Director of Client Relations and Experience.

June 2017

Amanda Mayger joins the SecondHalf Coach Wealth Managment Team and will serve as Director of Client Relations and Experience.

June 2017

Tawnya Rockwell joins the SecondHalf Coach Wealth Managment Team and will serve as our Director of Relationship Development and Engagement.

May 2017

Jessica Marazza is promoted to partner. This is the 1st time in the firm’s long history that an employee without ownership stake will advance to this position.

May 2017

Jessica Urbanik joins the SecondHalf Coach Wealth Managment Team and will serve as our Director of Community Relations and Education.

August 2015

Anthony Slezak celebrates 30 years in the business.

September 2013

Jessica Marazza passed her Series 7 exam and joined SecondHalf Coach as a financial planner.

November 2011

Construction of Latrobe office is completed and all SecondHalf Coach team members begin working together in one location.

May 2011

Jessica Marazza joins SecondHalf Coach to assist with marketing.

December 2010

SecondHalf Coach (William Urbanik) and Buttonwood Financial (Anthony Slezak) merge companies and operate under The SecondHalf Coach, Inc.