Broker Check


At SecondHalf Coach Wealth Management, putting our clients first is always our top priority. We have been fortunate to maintain full functionality, working both remotely and at the office by provisions laid out in our Business Continuity Plan.  

During the red phase, we were considered an essential business and were exempt from any closure orders. However, due to our web-based programs, internet operated phones systems and ability to DocuSign electronically for most forms, we were able to remain completely operational as our team worked remotely to support our clients.

Now that we are in the yellow phase, your Wealth Management Team is physically in the office and the support team is still working remotely to continue to make things as safe as possible for our clients and our team.

We continue to offer review meetings to our clients by appointment either in the office, over the phone, or face to face via Zoom.  For a Zoom meeting all you need is a computer/smart phone or iPad, internet connection and email to get started. If you are unfamiliar with the program and need assistance setting one up, please let a member of our team know.

We are doing everything possible to comply with the CDC guidelines to maintain a healthy work environment and will continue to do so as our team transitions back to the office. We remain united to collectively provide you with a relationship that you know with confidence will always be right where you need us—By Your Side Through It All.  

Thank you for your continued faith, trust and referrals during this turbulent time. It is an honor to serve you and those you send our way. We hope you and your family are staying healthy and look forward to seeing you soon!

Schedule An Appointment by Email or give us a call: 724.537.2799

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