Broker Check

Our Team

Timothy A. Roberts

Certified Financial Plannerâ„¢ Professional, Financial Consultant


As a Financial Consultant, Tim offers his clients a full range of Financial Planning services including stocks, bonds, options, mutual funds, CDs, annuities, IRAs, retirement plans, Life Insurance, Long Term Care Insurance and more....
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Stefan L. Brännare

Financial Advisor

Mr. Brännare’s responsibilities with the firm include analyzing and structuring investment portfolios, investment manager selection and providing ongoing investment oversight. Previously, Mr. Brännare was a partner with...

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Michael Caruso


As a Consultant at McCoy Wealth Management, LLC Mr. Caruso is passionate and driven to work alongside individuals and groups to help implement strategic financial recommendations that will assist in meeting their individual goals. He...
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