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Our History

Coonrod Financial Group was established in 1997 with a desire to help people meet their financial goals. While working with a public accounting firm, David Coonrod had a vision of creating a broader financial services firm that would provide tax, comprehensive financial planning, and wealth management services. It was this vision that pushed him to open Coonrod & Associates, P.C. and then later, Coonrod Financial Group.

Since opening, we have seen growth in our client base and the size of our team. In 2016, we welcomed Anna Sohm as the newest addition to our team. With Anna's 16 years of experience, we are more able to effectively meet the comprehensive planning and investment needs of our clients, with a team approach. We strive to give our clients the small office family feeling they deserve with expert service they've come to expect. Whether you're in need of tax planning, wealth management or a retirement plan, our team will be the quarterback for your financial goals.

Let us help guide you on the road to financial success. Contact Coonrod Financial Group today to make an appointment!

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