Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
Chad Coe, RFC®, CWS®
Chad L. Coe, CWS®, RFC®, CDFA™, is the Founder and President of Coe Financial Group, Inc., and is a universally recognized expert in wealth management strategies. Chad embraces a values-based approach and focuses on the personal well being and financial security of those he serves. He specializes in structuring programs based on personal values, objectives, and risk tolerance. Chad is equally adept at customizing and managing portfolios for estate preservation and optimization in times of transition. He has licenses Series 6, 7, 24, 51, 63, and 65 and is an Investment Executive with First Allied Securities. He also is an active member of First Allied Securities Representative Advisory Council.
Chad is imbued with tremendous philanthropic spirit. He is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. Chad is also a highly respected business coach and connector of businesspeople, encouraging and motivating others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of “The Power of Peopletizing: Networking Your Way To Financial Freedom.” Chad is a highly sought after keynote speaker whose keen insight into human interaction and making quality business connections is in great demand in today’s “Relationship Economy.”
Through his Strategic Mastermind Groups, Chad’s goal is to use his enthusiasm, passion, optimism and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their goals.
Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC.
Robert Bernstein, CWS®
Robert Bernstein brings more than 17 years of financial planning and management to Coe Financial Group. His strategic approach to investing supports the belief that asset allocation is the best way to manage risk by maximizing return.
Coming to Coe Financial from Wachovia Securities in Deerfield, Robert was part of a team managing over $400 million in investments through research, trading and marketing.
Due to his entrepreneurial spirit, Robert became independent and he now creates, maintains and implements investment plans at Coe Financial for individuals as well as businesses, specifically in retirement planning. His experience also includes working at the Chicago Mercantile Exchange, where he handled French francs and Deutschmarks for institutional clients.
Robert will meet with clients to complete a needs analysis, including both investment and insurance goals, then determine the capacity to fulfill these goals. This results in the creation of a unique Investment Policy Statement (IPS) for separate account management or mutual funds. Almost all assets are utilized through a managed money approach with little to no transactional costs.
Robert and his wife have adopted a daughter from China, who is now almost 3, they also have a 2-year old biological son. Thanks to his experience with international adoption, Robert is very involved in the local adoption community. His concern for children is also demonstrated by his involvement in the Special Kids Network, which funds projects that assist children and young adults with special needs. He also considers himself a music aficionado.
Robert holds a B.A. in Psychology from the University of Illinois, Chicago.
Robert Bernstein is Series 7, 63 and 65 offering securities through First Allied Securities. In addition, he is life insurance registered in many states.
As a Coe Financial Group affiliate, in all situations Trevor strives to make recommendations with the clients best interest in mind.
Trevor takes the time to get to know you and your preferences. He can help you anticipate and prepare for the best and worst scenarios. The relationship established with you enables him to focus on your needs, the needs of your family and/or your business.
Outside of Coe Financial Group, Trevor serves on the Board of Directors of Special Kids Network, an organization that was created to provide funding for programs that help children with special needs.
Prior to joining Coe Financial Group in 2003, Trevor obtained his Bachelor of Business degree in Computer Information Systems from Western Michigan University. Currently Trevor lives in Chicago with his wife Jennifer, who he met while attending Western Michigan University.
Series 6, 63 & 65 offering securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.
Security Licensed in IL, FL, NJ & NM. In addition he is licensed in Accident, Health, Casualty, Fire and Life.
Melanie Duguid, CFP®, CWS®
Planning is the first step toward financial independence and Melanie begins by exploring her client’s personal values, needs and commitments. By adhering to a disciplined investment philosophy, she focuses on long term performance while managing risk. Through a systematic process and discussions with her client, an appropriate financial strategy is developed.
Melanie joined Coe Financial Group in 2006. Prior to joining Coe Financial Group, she provided investment advice to individuals and corporations as an Account Executive with Merrill Lynch and Rose and Company Investment Brokers. She has over 17 years of experience in the financial industry with 9 years as an investment advisor and more than 10 years as an Illinois Certified Real Estate Appraiser.
Melanie is a CERTIFIED FINANCIAL PLANNER™ practitioner, and in June of 2008 received the Certified Wealth Strategist® designation through Cannon Financial Institute. She graduated from the University of Southern California and completed Northwestern University’s Certificate Program in Financial Planning. She is a Certified Divorce Financial Practitioner (CDFP), and holds the Series 7 and 66 securities industry licenses as well as Illinois accident, health and life insurance licenses, offering securities through First Allied Securities.
Alan Wolan, CWS®
Alan Wolan is a Wealth Manager with a passion for both helping people reach their financial goals and protect their assets. By understanding each client’s personal situation, goals, and risk tolerance, he helps guide clients through the accumulation of assets in their early years to the distribution phase in retirement.
For clients in their middle years, he will assist you in working toward goals of accumulating funds for education, retirement and insurance planning. Depending on your investment objectives and risk tolerance, he will find an appropriate mix of investments and insurance to meet your goals.
For those nearing or early in retirement, your financial needs are changing. Where you had been focused on asset gathering in the past, you now must focus on an investment strategy with the objective of providing an inflation adjusted income for life. More than ever before, retirees are dependent upon their investments to generate retirement income. You need a successful strategy so that they will not outlive their money.
Alan received his undergraduate degree from the University of California, Berkeley and his Masters in Public Health from the University of Illinois. Prior to moving into a career in Wealth Management in 2001, Alan had a successful career in the health care industry as a marketing and sales executive in managed care.
Alan received the Certified Wealth Strategist designation through Cannon Financial Institute in December 2008 and he holds several security industry licenses including the Series 6, 7, 63, and 65 as well as Illinois accident, health, and life insurance licenses.
On a personal note, Alan is married and has two adult children. He is an avid athlete participating in men’s softball, golf, tennis and cycling.