Our primary focus is serving as a holistic adviser to clients, offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.
 

Staff

Coelle Baskel serves as the primary support person for ACT!, the company’s contact management program, while also providing initial assistance for all computer software and hardware. 

A certified help desk manager and graduate of the Katherine Gibbs Secretarial School in New York, she attended numerous Microsoft Windows and Microsoft software training classes while at United Airlines and Finova Capital Corporation from 1987-2003. During that time, she was awarded the Recognition Cash Award from United Airlines (1995) and Finova Capital Corporation’s Event of Excellence Award (1999-2004).

Outside of the office, Coelle enjoys scrapbooking and jewelry making. She and her husband, Art, have two sons – Marc and William – as well as three dogs – Spritz, Lexi and Chica.