Team

When it comes to something as personal and emotional as your wealth, working with a trusted, experienced, and dedicated team of advisors is key. Everything we do is designed to help you make informed decisions about your financial future. We seek to earn your trust and build long-lasting relationships.

Meet our team of professionals, based in the greater Chicago area:

Chad Coe, CWS

Founder & Wealth Advisor - Coe Financial Group

(847) 282-3170

(847) 444-9445

chad@coefinancial.com

My StoryWhy I Do ThisMy passion for financial planning has always been rooted in helping people make better decisions and create meaningful lives. After more than 25 years in the financial services industry, I've learned that the most...

Melanie Duguid, CFP®

Certified Financial Planner® and Wealth Advisor

(847) 444-9444

(847) 444-9445

melanie@coefinancial.com

Melanie Duguid believes that planning is the first step toward financial independence. She begins every client relationship by exploring their personal values, needs, and commitments.

Chuck Douthit

Wealth Advisor

847.242.2171

847.444.9445

charles.douthit@coefinancial.com

With over three decades of experience in the financial services industry, I’ve dedicated my career to helping high-net-worth individuals and successful business owners manage their wealth effectively. My journey began at Merrill Lynch,...

Jeff Beck

Wealth Advisor

847.737.3281

847.444.9445

Jeff@coefinancial.com

With 10+ years of experience in the Financial Services industry, I have helped many individuals, families and small businesses reach their financial goals. Starting with a service first mindset and a focus on truly building...