Coffield & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Michael Coffield

Michael Coffield

CFP®, ChFC®, CLU®, CRPC®

Private Wealth Advisor

President of Coffield & Associates
Visit Michael Coffield's website
Patrick Purczynski

Patrick Purczynski

Financial Advisor

Certified Divorce Financial Analyst®
Visit Patrick Purczynski's website

Team

Katrina Shamoon

Katrina Shamoon

Practice Manager

Robert Wilson

Robert Wilson

Paraplanner

Carol Oakes

Carol Oakes

Client Service Coordinator

Rovena Xake

Rovena Xake

Marketing Manager