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Team

We’ve invested a vast amount of thought and energy into structuring our firm to be unique – and better. Noble Birch Wealth Management is built to:

  • Attract and retain the most talented and dedicated people in the industry
  • Turn their intellectual ferocity, loyalty and passion into a phenomenal experience for you
  • Do everything we can to put the clients interests first
  • Maximize transparency, a personal approach and continuity

Learn more about the Noble Birch Wealth Management team:

 

Shawn Agan, MBA, CFP®

Financial Advisor

(563) 359-3475

shawn.agan@lpl.com

As a financial advisor, Shawn takes great pride in engaging in a profession that allows for the potential to have a deeply meaningful and positive impact on the lives of....

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Cory Huff

Financial Advisor

(563) 359-3475

cory.huff@lpl.com

As a Financial Advisor, Cory is committed to a comprehensive and hands on approach to retirement planning. Cory graduated from Western Illinois University in 1999. In a desire to offer truly independent financial advice, he joined the...

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Lesli Platt

LPL Registered Sales Assistant

563-359-3475

lesli.platt@lpl.com

As a Registered Sales Assistant, Lesli wears several “hats” at Noble Birch Wealth Management. Being involved in so many aspects of the company has given her the opportunity to see firsthand the incredible value the company...

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Mary Stackhouse

Client Relations

563-359-3475

Mary has been with Noble Birch Wealth Management since its inception. After retiring from her career at the Rock Island Arsenal, she decided to stay busy by joining our team. Mary has a "can do" attitude and has been integral to the...
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Kathy David

Client Relations Assistant

563-359-3475

kathy.david@lpl.com

Kathy brings a wealth of business and technical knowledge to our team. She is a graduate of St Ambrose University with a bachelor’s degree in Business Administration. Before joining Noble Birch, Kathy spent over 15 years with...

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Linda Cain

CPA

563-359-3475

linda.cain@lpl.com

Linda brings vast experience in accounting and tax preparation to our team. She earned her B.A. in accounting at Western Illinois University and passed the CPA exam in 1985. She has spent her entire accounting career...

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