Broker Check

SecondHalf Coach Wealth Management Announcements

March 2020

Tawnya Rockwell was named as Greater Latrobe Laurel Valley Chamber of Commerce Member of the Month.

Qualifications to be recognized as Chamber Member of the Month :

  • Chosen by Chamber Staff
  • Member must be in good standing
  • Member must actively attend events
  • Member must demonstrate outstanding support to the community and chamber
  • Member must be considered a successful professional business by peers and chamber staff
  • Recognized in Chamber Monthly Newsletter

October 2019

Jessica Urbanik was named Westmoreland County Chamber of Commerce Member of the Year.

Qualifications to be recognized as Chamber Member of the Year:

  • Nominated by another chamber member and selected by Annual Awards Committee
  • Member must be in good standing
  • Member must actively attend events
  • Member must demonstrate outstanding support to the community and chamber
  • Member must be considered a successful professional business by peers and chamber staff
  • Member must actively serve on at least 2 committees within the Chamber
  • Must have all qualities of the chamber of the month
  • Recognized at annual chamber meeting and in monthly newsletter

February 2019

Jessica Marazza was named as Westmoreland County Chamber of Commerce Member of the Month. 

Qualifications to be recognized as Chamber Member of the Month :

  • Chosen by Chamber Staff
  • Member must be in good standing
  • Member must actively attend events
  • Member must demonstrate outstanding support to the community and chamber
  • Member must be considered a successful professional business by peers and chamber staff
  • Recognized in Chamber Monthly Newsletter

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.

October 2014

Jessica Marazza passed her Series 7 exam held through LPL Financial and joined SecondHalf Coach as a LPL 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.