Simon Coleman, Investment Executive, AIF® ,CRC®
8020 E. 109th Ave
Crown Point, IN 46307
219-663-8097 ext. 4513
Simon Coleman is a fully registered Investment Executive who is passionate about serving clients and their families. Simon’s clients look to him to help identify their important financial goals, building a savings and investment plan designed to help them achieve those goals. As Simon’s clients begin to contemplate retirement, Simon works to help identify opportunities to maximize cash flow for a more successful retirement.
Simon helps his clients create and understand their unique financial plan while helping to direct their decisions around their hard-earned wealth. His goal is to be your trusted advisor, providing you sensible investment ideas and easing your financial worries. Simon is supported by a team of experienced professionals who share his passion to provide the best possible service while building long-term relationships with his clients.
Simon joined the Centier Family in 2019. He and his wife live in Valparaiso, Indiana. Outside of his responsibilities as a financial professional, Simon enjoys spending time with his family and is an avid sports fan who also finds time to play in various local soccer leagues.
Please contact Simon by using the phone number or e-mail address listed above. You may also contact his Administrative Assistant, Diana Bauloska, at 219-663-8097 ext. 2163 or by e-mail at email@example.com.