Our Team
About Gallagher Pool
At our core, we recognize the significance of forging a partnership with a dedicated team that not only comprehends your individual circumstances but is also steadfastly committed to guiding you through the pivotal financial milestones of your journey. This entails navigating both the meticulously planned aspects and the unforeseen events that shape your financial landscape, ensuring a comprehensive and robust strategy that caters to all facets of your financial well-being.
With over 80 years of collective expertise, our collaborative team approach infuses multifaceted perspectives into every aspect of our work, amplifying the depth and breadth of our insights and solutions.
Charlie Pool, AIF
Managing Partner
937-435-1235
Phil Gallagher, AIF
Managing Partner
937-435-1235
Carla Trebnick
Director of Client Services
937-435-1235
Brandon Fourman CFP®
Director of Financial Planning
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Brandon Fourman, CFP®, serves as our Director of Financial Planning. With a career in the finance industry that began in 2017, Brandon joined the Gallagher Pool Wealth Management team in 2020. He holds dual bachelor’s degrees in...
Chas Woodhull AIF, CEPA
Private Wealth Advisor
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Chas is a private wealth advisor at Gallagher Pool Wealth Management. Investing in his first company at the age of 8 – Chas has a lifelong love of investing. He started working in wealth management in 2018 as an intern for...