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Coleman Mowrer

Staff Planner

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Get to Know Coleman

Hometown - Dover, Ohio

Favorite Movie - Whiplash

 

Favorite Food - Seafood & Barbeque

Favorite Season - Fall

Years with TAG - New to the Affinity Group (2024)

 

As the Financial Planner, Coleman works closely with our advisors to prepare and monitor financial plans. He works to serve and support the firm’s clients and closely assists our advisors in preparation for all client interactions. In May of 2024, he graduated from the University of Akron with a Bachelor’s Degree Business with a focus on Financial Planning. Coleman was very involved with the university’s College of Business, ultimately preparing him to begin his career.

Outside of his professional life, Coleman spends most of his time playing music, reading social philosophy or behavioral finance books, and enjoying nature with his loved ones. He is also an active member of the Financial Planning Association of Northeast Ohio.

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