Philip R Coffman

Amanda possesses the experience, expertise, and knowledge to address any issue, helping clients navigate the complexities of their financial lives. She designs & implements comprehensive financial and retirement plans. After many years of building relationships based on trust, she continues to be a reliable resource & main point of contact for our valued clients.  As a Retirement Income Certified Professional (RICP®), Amanda guides clients through the various stages of retirement, including wealth accumulation, maximization of SS benefits, retirement income distribution, and estate planning. Amanda is an Associate Wealth Management Advisor (AWMA) of Northwestern Mutual Wealth Management Company® (NMWMC) and a Registered Representative of Northwestern Mutual Investment services, LLC (NMIS), maintaining Series 7 & 63 securities registrations, as well as her Life, Accident & Health insurance license. 

Christine joined our team in 2014 and quickly became an integral part of the practice.  With her institutional equity background and management experience, she came to us with a wide array of abilities that are invaluable in assisting clients with their comprehensive planning.  Christine facilitates the day to day operations of the practice, company vision and business development. Her dedication, focus, and attention to detail keep our office running as efficiently as possible.  Christine provides a superior client experience and ensures seamless implementation of strategic decisions. As an additional point of contact for our clients, she is a reliable and trusted resource, servicing their needs and requests in an efficient manner. 

Donna has been our Operations Manager since 1998. Her expertise, efficiency and rapid turnaround are strengths that have always impressed our clients. Donna continues to handle day-to-day business transactions, utilizing her extensive knowledge of our systems and processes. She has become our in-house operations expert and handles all inquiries for our clients. Her responsibilities include a wide variety of operations activities, including the opening of new accounts, investment proposals, insurance and annuity applications, policy changes, IRA distributions, and tax preparation. Donna has remained a loyal and dedicated employee for over 20 years, helping deliver quality service to our clients.

Michele joined our team in 2018. She works closely with Amanda, Donna and Christine in providing exceptional service and value to our clients. Michele is responsible for handling various client service requests, the scheduling of meetings, and a variety of operational tasks. She transitioned from a part-time to full-time member of our team, now managing projects, and other various responsibilities that help my business run smoothly. Michele has proven to be a welcome addition to the Coffman Team.