Phillip has been an integral team member to KimberlyPohler.com. Phillip has strong values in business and family life. Philip’s passion for helping others where- ever possible, makes his compassion and mannerism valuable to our team. Phillip brings over 30 years of business experience as well the ability to provide exceptional training and leadership to our team.

Phillip lives in the Metropolitan area in Indiana with his wife Cindy of 56 years of marriage and 4 adult children, Chauntelle, Lisa, Matthieu and Andrea and currently has 10 grandchildren. Phillip enjoys coaching High School Volleyball, woodworking, riding his Harley, traveling and giving back to his family and community.

Phillip’s philosophy is that you give more than you expect to receive. Teach individuals how to protect and grow the lives they desire. Enjoy every day to the fullest.

Amy recently joined our team as Office Manager, she has an associate and a bachelor’s degree from Huntington University in Organizational Management. With over 30 years of experience in Customer Service and Organizational Management, she will be focused on providing outstanding Customer Support and creating Synergy throughout our office.

Amy lives in Indiana with her son Austin and several feline friends. When she is not busy working, She enjoys spending time with family and being in Nature. She is passionate about advocating for animals and helping any that are in need.  

Amy’s philosophy is to live your life through kindness, trust and honesty. You truly don’t know the burden others may carry, just be kind. Matthew 7:12

Lainey brings innovation and creativity to all aspects of our business. As a young college student, Lainey's continuing to grow her knowledge of the business world as she leads with a passion for helping others, while also bringing uniqueness and individuality to her work and ongoing career. She brings vision to our marketing programs and contributes education to the continuous development of technology.

Lainey currently attends a local university and has spent her whole life in a small town in Northern Indiana. Growing up on a farm as the oldest of 4 children, she has never been afraid of getting her hands dirty and learning new things. Lainey enjoys art, design, spending time with her family, and you can always find her wearing a smile everywhere she goes.

As a young adult, Lainey is still pursuing her philosophy. With continuing education and a passion for many things in life, she knows without a doubt she wants to make a difference in others' lives through her work.

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Pohler Financial LLC nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.