Team
We’ve invested a vast amount of thought and energy into structuring our firm to be distinct– 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®
Wealth Advisor
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....
Eric Sommers
Wealth Manager
Eric takes great pride in the deep relationships he builds with his clients and enjoys providing financial strategies that allow them to pursue the work optional lifestyle they always envisioned. Eric was a financial professional for 7...
Lesli Platt
LPL Registered Sales Assistant
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...
Natalie Kosier
Client Relations Assistant
Natalie graduated from Northern Illinois University in 2008 with a bachelor’s degree in Business Administration. After graduating, she went back to her hometown of Sterling, IL to be the Office Manager of her mother’s dance...
Mary Stackhouse
Client Relations
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...