Matt is the Managing Partner for Coordinated Financial Services. He has a passion for helping individuals and families solve complex financial issues in order to work towards the goals they’ve worked so hard to pursue. He...

As a Partner, Tori oversees all day-to-day operations at Coordinated Financial Services. In her role, Tori manages staffing, is responsible for client relations and ensures that the firm's vision is being addressed....

Peggy joined the Coordinated Financial Services team in the Winter of 2019 as an office manager and has quickly made herself indispensable to staff and our clients. Peggy performs a variety of critical duties for Coordinated Financial...