Meet Our Team
Robert Courser, CFP ®
Partner, Financial Advisor
Nancy Courser, CLTC, CSFP ®
Partner, Health Insurance Advisor
Business Partner, Financial Advisor
Ron has 26 years of experience in the financial services and insurance industry. He is responsible for the investment choices and developing investment and retirement income plans that appropriately meet your needs. As a member of the Ed Slott Elite Advisory Group and the HS Dent Advisors Network, Ron believes strongly in continuing professional education.
Nancy is an independent life and health insurance professional. She has 16 years of experience in Medicare, Long Term Care, Dental, Vision, Hearing, Hospital Indemnity, and Critical Illness. Nancy is the "go-to" Medicare expert at several senior centers, estate planning offices and teaches community education classes titled "Medicare Made Simple." When you put together your retirement plan. It is important to consider how your healthcare needs and expenses will change you grow older.
Nolan works on consulting with our clients, performing portfolio reviews, and preparing financial plans. Nolan emphasizes continual due diligence within all areas of retirement planning, especially the need for a retirement plan to be adaptable to changing rules and regulations. Nolan believes all clients should be treated with integrity, honesty, and respect when handling their financial future.
Client Services Manager
Lindsey serves as our client's main contact for financial service-related requests, ensuring efficient and effective results. She works closely with our advisors, Ron and Nolan, to direct all service-related aspects of the client relationship, including transfers, distributions, account paperwork, and special requests. Lindsey has over 10 years of experience in the industry.
Client Services Manager,
Lauren works with Nancy to ensure an excellent experience for their clients. In addition to scheduling Nancy's appointments, she organizes educational seminars, assists with insurance accounts, and oversees Nancy’s website. She is looking forward to learning about Medicare, Medigap, Medicare Advantage plans, and other ancillary health-related products.
Cherie is our part-time office assistant who helps with various office operations. She keeps busy entering client data, putting together seminar folders, and sending out mailings and greeting cards.
Ed Slott’s Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, passed bi-annual examinations on material covered at conferences and in webinars, and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment succes