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...

Kyle is a practicing Certified Financial Planner (CFP®) and has more than 22 years of experience in financial services.  He holds a Bachelor’s Degree in Business Administration from North Dakota State University in...

Shawn, Partner-Advisor, has an extensive background in financial planning, security analysis, and fee-based asset management.  Prior to merging with Coordinated Financial Services, Shawn’s financial services background...

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...