Coe Financial Group is an independent, Deerfield, IL-based boutique wealth management firm, whose clients seek to build assets or preserve wealth while in retirement. We create cohesive financial strategies that address all elements of your financial p...

Consulting

Coe Financial Group

Chad Coe

Alan Wolan

Melanie Duguid

The leadership team at Coe Financial Group has a history of working in the financial industry and holding positions of responsibility. They have experience working as investment advisors, wealth managers, and executive directors. They have also been educated at some of the top universities in the country, including Northwestern University and the University of Southern California.

Leadership Team

About

Team members

Other teams at Coe Financial Group

CEO and Executive Team