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Shana Colegrove

Investment Management Specialist at Socha Financial Group

  • LinkedIn

In my role as Investment Management Specialist, I am responsible for the administration and daily reconciliation of the firm’s portfolio management system. Additionally, I prepare and dis...

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SOCHA FINANCIAL GROUP

SOCHA FINANCIAL GROUP

  • description Description
    Since 1983, Socha Financial Group, LLC has offered financial planning and investment management services to motivated individuals who share a desire to make their dreams a reality. We are gui...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Socha Financial Group Org Chart and Mapping

Michael Socha

Chief Executive Officer & Chief Investment Officer

Employees

Shana Colegrove

Investment Management Specialist

Charlotte Wheeler

Client Services Specialist

Michelle Vang

Managing Partner & Chief Compliance Officer

Jolie McCarthy

Managing Partner, Cfp®, Ea

Linda Knickerbocker

New Account & Transfer Coordinator

Kelsey Mauer

Client Services Specialist

Meggan Driscoll

Tax Analyst & Accounting Director

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  • Phone number  :  (***)-***-****
  • Email  :  s****@sochafinancial.com

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