Congratulations to Coonrod Financial Group for being chosen the Chatham Area Chamber of Commerce's Member of the Month for December!
Coonrod Financial Group was established in 1997 with a desire to help people meet their financial goals. While working with a public accounting firm, owner David Coonrod, CPA, had a vision of creating a broader financial services firm that would provide tax, comprehensive financial planning, and wealth management services. It was this vision that pushed him to open Coonrod & Associates, P.C. and then later, Coonrod Financial Group.
“At Coonrod Financial Group, our team takes pride in going above and beyond to ensure that every one of our clients receives the level of service they deserve,” says David. Over the course of 25 years, the staff at Coonrod Financial Group has grown to include a number of respected tax and financial professionals, each bringing a carefully curated skillset available to their clients when needed.
In addition to David, their team includes: Anna Sohm, MBA, Financial Advisor; Brian Bates, Licensed Enrolled Agent, Senior Tax Manager; Tyler Gansky, Operations Manager; Patrick Meyer, CPA; Emma Brownlow, Accountant; and Jayme Riemer, Director of Client Experience.
The Chatham Area Chamber of Commerce is honored to name Coonrod Financial Group as its Member of the Month for December.