Meet the 210 Team
We’re Not Just Planners, We’re Part Of Your Story
At 210 Financial, our team is built on the belief that true financial guidance is personal. We’re here to listen to your hopes for the future, understand the legacy you wish to leave and stand beside you as dedicated neighbors on your retirement journey.
A Strong Foundation
With decades of combined experience in retirement planning and wealth management, our leaders are not just skilled strategists; they are experienced guides ready to help with your journey. They guide our firm with the same high standards and principles we apply to your financial plan.
Phil Cooper
Carrie Stahl
Kendall Stahl
The People Behind Your Plan
Building a secure retirement takes more than just one perspective — it takes a dedicated team working together for you. We are a collective of listeners and problem solvers united by one goal: helping you live the retirement life you have earned.
Kelly Cooper
Katie Cooper
Mikkinzie Stokes
Kenzie Sims
Gary Psinas
Jesse Psinas
Jake Hauter
Lawson Leahr
Austin Sims
Grace Kreber
Christi Taylor
Nick J. Maloof
Mac Cooper
Nash
CORE VALUES
Our Blueprint For Serving YOu
At 210 Financial, our culture is built on more than just financial service. We’re guided by a set of principles that shape how we treat our clients, our community and each other.
Create Impact
Celebrate
Never Say No
Doing Life Together
Always Have Lunch Together
If It Needs to Be Done,
Do It and Exceed the Expectation
DLT – Doing Life Together
Client Events. Careers. Community.
Learn more about the 210 family — and how you can get involved.
CAUSES WE SUPPORT
