Profound Learning Series

“The strength of the team is each individual member. The strength of each member is the team.” -Phil Jackson

The Profound Learning Series was created to share our incredible members' ideas, strategies, and teachings.

We hope you'll learn something new and draw from the strength of each individual member!

Financial Wellness

Bill Schoff Managing Director at UBS

Dan Tucker President at Tucker-Haskins and Associates

Dennis Coughlin and Chris Giambrone Partners at CG Capital

Dennis D. Coughlin, CFP®, AIF® Co-founder


Christopher C. Giambrone, CFP®, AIF® Co-founder

Jim Connell Principal Connell Financial Group, LLC

John P. Enright President Custom Wealth Management

Scott Johnston Senior Vice President at The Johnston Group

Scott Nasca President and Founder of Generation Capital Management 

Vicki Brackens President & Financial Planner at Brackens Financial Solutions Network, LLC