Our Team
Timothy A. Roberts
Certified Financial Planner™ 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...
Michael Caruso
Registered Administrative Assistant
As a registered administrative assistant at McCoy Wealth Management, LLC Mr. Caruso is passionate and driven to work alongside advisors to help with the day-to-day activities in the office. He is able to communicate efficiently between...