Coordinated Financial Services

At Coordinated Financial Services, we've been helping individual investors and successful business owners simplify their financial lives for over 30 years. We take pride in addressing our clients' financial planning and investment management needs in a comprehensive, coordinated, and disciplined manner. Our team of experienced professionals understands the human and economic aspects of wealth accumulation, distribution, and transfer.

Our Mission

Our mission is to forge lasting relationships with our clients, providing them with personalized financial solutions that cater to their unique situations. We believe that financial planning is not just about making money, but also about living a life that is aligned with your values, goals, and aspirations.

Our Services

We offer a wide range of wealth management services, including:

• Investment planning and management
• Financial planning
• Tax planning
• Estate planning
• Annuities
• Life insurance
• Long-term care insurance
• 401(k) and retirement income planning

Our experienced team of financial advisors will work closely with you to understand your financial goals and create a customized plan to help you achieve them. We believe that a well-coordinated approach to financial planning is essential in navigating life's uncertainties and ensuring a secure financial future.

Meet Our Team

At Coordinated Financial Services, we're proud to have a team of experienced and knowledgeable professionals who share a deep understanding of the financial industry. Our team members have years of combined experience in the financial services industry and have a strong track record of helping clients achieve their financial goals.

Our team consists of:

• Matthew Obert, CFA, MBA - Managing Partner
• Kyle Hurt, MBA, CFP - Partner-Financial Advisor
• Shawn Rogers, CFP - Partner-Financial Advisor
• Laura Campbell - Financial Services Specialist
• Peggy Samora-Shrednik - Office Manager

Our Values

At Coordinated Financial Services, we're committed to upholding the highest standards of integrity, professionalism, and customer service. We're dedicated to helping our clients achieve their financial goals and providing them with a personalized experience that cater to their unique needs.

Our Commitment

Our commitment to our clients is to provide them with customized financial solutions that are tailored to their individual circumstances. We're dedicated to staying up-to-date with the latest financial trends and technologies to ensure that our clients receive the best possible service.

Our Partnerships

We're proud to partner with reputable organizations, including LPL Financial and Charles Schwab, to provide our clients with unparalleled financial services.