WE Financial Partners
At WE, the client defines the goals, sets the parameters and is involved every step of the way. The LPL Financial Advisors use their 25 years of combined experience to provide context, investment management ideas and other financial advice with full respect to the client’s wishes. It’s not about us, It’s about you and your overall financial goals and objectives. WE are financial partners.
WE Financial Partners was founded by Wade Schertenleib and Eric Coltrain in 2020. The team worked together for 10 years in the financial services industry before making the decision to create a financial advisory practice which combines their experience and core values with the goal to always act in the clients best interest.