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Meet the team
Get to know the dedicated team of consultant relationship professionals who are here to serve you and your clients.
Nick Manson
Nick has been in the financial services industry since 2008. He graduated from Marietta College and holds a Certified Wealth Strategist (CWS) designation along with his FINRA Series 7, 9/10, and 66 licenses.
When he's not working, Nick enjoys playing golf, rooting for the Cleveland Browns and Ohio State Buckeyes, and taking trips with his family to Disney World and the beach.
Coker Roswell
Coker has been in the retirement services industry since 1997, and his career has included communications and varying roles in sales and consultant relations. He graduated from the University of California, Berkeley, and holds FINRA Series 7 and 63 licenses.
When he's away from work, Coker enjoys spending time on the family farm in West Texas, with his wife and two sons. He's also a big fan of the Dallas Cowboys.
Juliana MacTaggart
Juliana has been in the retirement services industry since 2008. She graduated from the University of Hartford and earned an MBA at the University of Connecticut. She holds FINRA Series 6, 7, and 63 licenses.
Outside of the office, Juliana enjoys spending time with her family, cooking, entertaining friends, playing golf, and giving back to the community.
Thomas Harty, AIF®
Tom's been in the financial services industry since 1993. He graduated from Eastern Illinois University, earned the Accredited Investment Fiduciary® (AIF) designation, and holds FINRA Series 7, 63, and 65 licenses.
What Tom enjoys most is spending time with his family in their community just outside of Chicago. Playing golf and attending wine tastings are also on his list of passions.
Ruby Roberts, QKA
Ruby has been in the financial services industry since 2010. She graduated from Kent State University and holds the Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA).
Work isn't her only love. When Ruby isn't getting bossed around by her two little girls, she loves traveling with friends and family—ideally, escaping the Ohio winters and going somewhere tropical.