We’re a team of passionate financial experts with decades of experience in the banking industry. We also happen to love working with business owners. In fact, we see ourselves as advocates for businesses in the financial world. By walking hand-in-hand with our clients to offer strategic and thoughtful guidance, we not only help them reach financial goals, we create financially intelligent business owners. 

Depending on your needs and goals, there are numerous ways we can work together to achieve effective, practical, and measurable results. Our extensive list of services includes increasing cash flow, expanding commercial credit, mergers and acquisitions, sale of a business, family management of a business, vendor relations, general financial consulting, and more. 

We are the experts who can help you meet your financial goals so that you can spend your time focused on what’s most important: running your business. 


Banking

Coveted Financial Services

Coveted Financial Services' headquarters in St. Charles, United States

Joe Priola

Heather Mcdermott

Blair Fuchs

Sam Neilson

Susie Farmer

Mike Hawley

Jenn Rosati

Joe Schmidt

The Leadership Team at Coveted Financial Services is responsible for setting the strategic direction of the company, ensuring alignment with our mission to support and advocate for business owners in the financial realm. Comprising senior executives and vice presidents across various departments, this team drives decision-making, oversees operations, enhances service offerings, and cultivates client relationships to help businesses achieve their financial goals and thrive.

Leadership Team

The Finance and Accounting Team at Coveted Financial Services manages the company's financial health by overseeing budgets, financial planning, reporting, and compliance. They ensure accurate and timely financial records, support mergers and acquisitions, and offer strategic financial insights to drive business growth. This team works closely with clients to enhance cash flow, manage vendor relations, and facilitate sound financial decisions, empowering business owners to achieve their financial goals.

Finance and Accounting Team

The Marketing Team at Coveted Financial Services is responsible for developing and executing strategic marketing initiatives to promote the company's comprehensive financial services. This includes creating and managing marketing campaigns, enhancing brand awareness, and fostering strong relationships with business owners through targeted communications. Their goal is to highlight the company's expertise and advocate for clients, thereby attracting and retaining a diverse client base.

Coveted Financial Services

Org chart

Teams

Leadership Team

Finance and Accounting Team

Marketing Team

Offices

Coveted Financial Services

Org chart

Teams

Leadership Team

Finance and Accounting Team

Marketing Team

Offices

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