Meet The Team

Our financial services firm has been around since the 1930s. Our collective, affiliated financial advisors serve 250,000 households of every age in every US state.

Our firm’s staff serves our advisors and assists in serving their clients. That provides our advisors with an accordion-style, more expansive support team than they normally have. They are permitted to show that more expansive team in their marketing literature.

Our staff comprise a dynamic set of capabilities, including operations, case management, investment expertise, marketing, administration, compliance, and strategic consulting. We’ll help propel your practice to a higher level.

Robert Coleman

President & CEO

Bev Bouchard

Chief Operations Officer

Chrissy Oakley

Operations Associate

Chuck Ruddy

Director of Marketing and Practice Management

Lyn Horowitz

Director of Compliance

Paul Bonaros

Director of Investment Strategy Group

Alice Johnson

Director of Operations


Please direct all questions to
Osaic Wealth Form CRS
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
We are registered to sell securities in all 50 US states.
We are licensed to sell insurance in all 50 US states.
Maps and some building imagery may be sourced with approval from Google Maps.
NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.
MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
Main Office: 813-287-8800  |
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