J. Richard (Dick) Coe

J. Richard (Dick) Coe became a CERTIFIED FINANCIAL PLANNER^TM practitioner in 1983 and founded the business that has become known as Coe Financial Services, Inc. Dick is also a Chartered Life Underwriter, and a Certified Family Business Specialist.

A native of Wichita, KS, Dick graduated from Macalester College in 1971 and received his MBA from The University of Chicago in 1974.

Dick has been very involved with the Wichita community.  His participation has included the following:     

• Past President of the Financial Planning Association (FPA) of Kansas
• Past President of the Wichita Rotary Charitable Fund
• Past President of the Wichita Estate Planning Council
• Past Treasurer of the Wichita Rotary Club 

Dick has been fascinated with financial markets and investments for many years. While in junior high school in the early 1960s he started investing in stocks with money earned from his paper route and from mowing lawns. He understands there is more to financial security than simply picking investments.

Education/Designations of J. Richard Coe
B.A. - Macalester College
M.B.A. - The University of Chicago
CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
Chartered Life Underwriter (CLU)
Certified Family Business Specialist

Jason B. Hill

Prior to joining Coe Financial Services in 2007, Jason gained experience in the banking field, having started his career in backoffice operations before becoming a branch manager.  Jason has over ten years of experience in the financial services industry.

Jason completed most of his undergraduate education at Bethel College (Kansas) before graduating from Wichita State University with degrees in Business Administration and Sociology.  In 2004 he earned his Master of Business Administration degree from Wichita State University.  Jason received the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designation in 2010.

Jason has been a Registered Representative since 2003.

In his free time, Jason enjoys sports and being active with his wife and young son.

Education/Designations of Jason B. Hill
B.A. - Wichita State University                                                                                                                                                           M.B.A.- Wichita State University
CERTIFIED FINANCIAL PLANNER^TM (CFP^®)

James E. (Jim) DeKalb

Jim joined Coe Financial Services in September, 2007 and is currently serving as Office Manager.  Having been a small business owner for many years, Jim has developed skills in personnel management, operations, sales, and customer service.

Jim’s responsibilities include Client Relationships and Office Administration, as well as being the primary contact for Long-Term Care insurance and Social Security issues.

When not working, Jim enjoys life through involvement in church and civic service groups, as well as by reading, working in his gardens, and spending time with his wife in the great outdoors.

Education/Designations of James E. DeKalb
B.S. – Colorado State University