Broker Check

Our Team

About Gallagher Pool

About Gallagher Pool

Planning for the future can create a unique set of challenges and add significant complexity to your life. We believe it is important to partner with a team that understands your situation and is committed to helping you navigate all critical financial events of your life; both things you planned on and things you didn’t.

Over 40 years combined experience, our team approach adds perspective to all we do.

Charlie Pool, AIF

Managing Partner

937-435-1234

937-435-1235

charlie@gallagher-pool.com

Charlie is the co-founder and managing partner of Gallagher Pool Wealth Management. He started his career in 1995 with a large national financial services firm prior to taking his practice to an independent planning platform. His years...

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Phil Gallagher, AIF

Managing Partner

937-435-1234

937-435-1235

phil@gallagher-pool.com

Phil specializes in developing custom investment strategies for each client using their proprietary processes. Phil believes every client is unique and one size does not fit all. Phil is an Accredited Investment Fiduciary. Phil...

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Carla Trebnick

Director of Client Services

937-435-1234

937-435-1235

carla@gallagher-pool.com

Carla joined the Gallagher Pool Wealth Management team in January 2018 and comes with 12 years of financial experience. Carla helps us maintain the high level of service we provide to our clients on a daily basis. She is here for all...

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