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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 develops a close understanding of his clients' needs in order to create comprehensive financial plans for both current and near-term retirees.Shawn earned his MBA at Arizona State University after...
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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 provides....
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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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