Broker Check


At SecondHalf Coach Wealth Management, we have a vision for our future and a mission for our clients. While they are individually defined objectives, our vision and mission intersect with a common purpose: to protect and advance our clients’ best interests. 

Our Vision Statement

We strive to continue our reputation as the go-to firm in our region for retirement planning. Central to this vision is the maintenance of our reputation of honesty and integrity, while being valued and effective in our community for our philanthropic endeavors and leadership.

Our Mission Statement

We strive to forge long-term relationships, and we nurture them by viewing our clients as partners in our mission and by adhering to our core values of Faith, Empowerment, and Respect.



Faith is defined as a confident belief in the truth, value, or trustworthiness of person, idea, or thing. We ask that all members of our team possess faith in their abilities and ask that our clients maintain faith in our intentions.


To empower means to equip or supply with ability and/or to enable. We want all team members to feel empowered to make a difference in the lives we serve and want our clients to feel empowered by our guidance and relationship.  


Respect is defined as an esteem for the worth or excellence of a person, a personal quality or ability. We seek to foster relationships with a foundation of mutual respect in which all parties are treated with high regard and valued for their importance in each other’s lives.