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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
  • Work toward maximizing transparency, a personal approach and continuity

Learn more about the Noble Birch Wealth Management team:


Cory Huff

Cory Huff

Wealth 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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Eric Sommers

Eric Sommers

Wealth Advisor

(563) 359-3475

eric.sommers@lpl.com

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...

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Lesli Platt

Lesli Platt

LPL Registered Sales Assistant & Office Manager

(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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Natalie Buchholz

Natalie Buchholz

Client Relations & Tax Operations Manager

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...

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Shawn Agan

Shawn Agan, MBA, CFP®

Wealth Advisor & Founder

(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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