OUR VISION
Our vision is to become the primary source of trusted financial advice for families and individuals who strive to create and conserve wealth.
OUR MISSION
Our mission is to help each client create and conserve wealth without taking on unnecessary risk.
We feel the foundation of a successful investment strategy begins with planning. The Pauly Nethery Koth Group is committed to understanding your unique financial situation. We take a disciplined approach to investment that is built upon a thorough understanding of your goals. This allows us to manage the risk of investing and develop portfolios designed to provide a prudent balance of income and returns.
Greg Pauly, CFP®, QPFC
Director
Brian Nethery, AAMS®
Director
Deborah Staples Cecsarini, ChFC®
Associate Financial Advisor
Deborah helps people plan and invest, so they have a clearer path to living as they choose and caring for those they love.
Dena Guthrie
Senior Client Specialist
Aubrey Benishek
Client Assistant
Chris Klopatek
Client Specialist
Stephanie Jondahl
Client Assistant
Steph joined the Pauly Nethery Koth Group in June of 2023 having graduated from Concordia University in Spring of 2023. She earned her degree in Business Management and is eager to learn more about the financial industry. ...