In light of our recent sermon series on “The Generosity of God,” many of us struggle in regard to our finances and are looking for godly counsel. We have assembled a team of UPC members who have spiritual gifts and experience in order to give free financial coaching. They are not there to judge and will keep full confidentiality. Contact Megan Brown and let her know if there’s a particular person below that you’d like to talk with.
Lane Cohee is a business leader at Harris Corporation. He is a MBA, former Certified Financial Planner (CFP), and a member of the Executive Doctorate of Business Administration (EDBA) program at Rollins College. He is best able to help with defining future investment requirements and allocation strategies for individuals with an existing/growing principal base.
Married to Susan for 46 years. Elder at UPC. Stephen Minister. Vice President and General Manager at Lennox International/Retired. President and Board Chair at Cornerstone Ministry Village. Treasurer of Board of Directors at Seaport Ocean Front Condominium Association. Ministry Consultant at Mission to North America.
Dianne is the principal of Stonebridge Financial Planning Group, LLC™, a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent and a Certified Divorce Financial Analyst. She helps individuals with all areas of financial planning—investments, retirement planning, tax analysis, insurance and estate issues. She loves to help people develop a financial path that they understand and fits their life and goals. She has a specialty of divorce and widowhood issues.