First Financial Coaching, Inc.

William Reed is a financial advisor at First Financial Coaching, Inc. in Harlingen, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advising, Reed serves as president of a municipal utility district board. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, while emphasizing financial education and analysis.

Jeffrey Furest is a CFP® professional with over 41 years of experience in the financial industry. He has been with First Financial Coaching, Inc. since 2009 and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advisory services, he is involved in life and disability insurance sales through an insurance agency where he serves as vice president. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm offers non-discretionary investment advice and collaborates with a third-party asset manager for discretionary portfolio management, emphasizing financial education and written analysis as part of its service offering.

Michael Sarcheck is a financial advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Financial Coaching since 2010 and also works with First Financial Services of Michigan. Outside of advising, he is active as a licensed life insurance agent and is involved in managing a real estate rental business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often working with a third-party asset manager for discretionary portfolio management while emphasizing investment education and client workshops.

Ira Work is a ChFC® credentialed financial advisor with 23 years of industry experience. He currently works at First Financial Coaching, Inc. and previously held roles at Paul Winkler, Inc., Work Financial Group, Inc., and Independent Advisers Group Corp. Outside of advising, he is the managing partner of Work to Fly LLC, a leasing business based in Nashville. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory, retirement plan consulting, financial education, and analysis. The firm emphasizes client approval for transactions and often collaborates with an independent manager for discretionary asset management rather than managing assets directly.

Jonathan Furest is a Series 65 licensed advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, where he has worked for 10 years. He is also involved with Furest Furest Services, Inc. Since 2014, Furest serves on the board of the Central Macomb Optimist Foundation and participates in the NextGen Macomb networking group. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory and retirement plan consulting, financial education, and analysis services. The firm operates primarily through co-advisory relationships for discretionary management and emphasizes client approval for transactions and ongoing portfolio oversight.

Becky Walker is a CFP® with 34 years of industry experience. She is currently with First Financial Coaching, Inc. and Leigh Baldwin & Co., LLC, having previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., and Wealth Strategies Inc. She is also the owner of a general agency specializing in life and health insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often collaborating with third-party managers for discretionary portfolio management while emphasizing investment education and workshops.

Alan Schauer is a Series 65-credentialed advisor with 11 years of experience in the financial industry. He is currently with First Financial Coaching, Inc. and has a background that includes 35 years as a dentist operating Alan Schauer DDS Ltd LLP. Outside of finance, he serves as CFO and handles accounting tasks for Slaton Schauer Law PLLC, a law firm owned by his wife. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing non-discretionary investment advice, retirement plan consulting, and financial education. The firm emphasizes investment education and uses third-party asset managers for discretionary portfolio management while maintaining ongoing performance monitoring.

Jamie Smith is a financial advisor at First Financial Coaching, Inc. with 13 years of industry experience. He previously worked at Wealth Strategies, Inc. for 15 years and spent one year at Osaic Wealth, Inc. Outside of his advisory role, he is the director of the Lonestar Softball Club, a travel softball organization, and owns a brand and podcast content creation business called Common Cents. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

Frank Orzel is a financial advisor with First Financial Coaching, Inc. in Fontana, WI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with First Financial Coaching since 2010 and has operated Frank P. Orzel & Co., an insurance agency specializing in health, dental, long-term care, disability, life, prescription, and discount cards, since 1981. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, emphasizing investment education and workshops, and partners with third-party asset managers for discretionary portfolio management.

Mathew Reed is a Series 65-licensed advisor with First Financial Coaching, Inc. in Harlingen, TX, and has two years of industry experience. Prior to joining First Financial Coaching, he held roles at Vincero, Champion Teamwear, and several other companies. Outside of his advisory work, he is involved in a pizza sales and delivery business in Brownsville, TX. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory, retirement plan consulting, financial education, and financial analysis services. The firm typically arranges discretionary management through a co-advisory relationship with an independent manager and emphasizes client approval for transactions and ongoing monitoring.

Janet Harrington is a financial advisor with First Financial Coaching, Inc. in Harlingen, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Financial Coaching since 2010 and previously worked at Triad Advisors, Inc. Harrington is also an insurance agent specializing in life and long-term care insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

Mayo Fitzhugh is a financial advisor at First Financial Coaching, Inc. in Southport, NC, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Coaching since 2015. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, while emphasizing investment education and financial analysis.

Thomas Blottenberger is a CFP® and ChFC® with 15 years of industry experience. He is currently with First Financial Coaching, Inc., where he has worked since 2025, following eight years at Paradigm Shift Financial, LLC and seven years at Guardian Life Insurance Company. Outside of his advisory work, he is involved in mindset and performance coaching through Risk Reward Agency and provides a debt management tool via Sora Finance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by offering investment advisory services, retirement plan consulting, and financial education. The firm provides non-discretionary investment advice and written financial analysis, often coordinating with a third-party asset manager for discretionary portfolio management, while emphasizing investment education and workshops.

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.