Our Team
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
937-435-1235
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...
Phil Gallagher, AIF
Managing Partner
937-435-1235
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...
Carla Trebnick
Director of Client Services
937-435-1235
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...
Brandon Fourman
Director of Financial Planning
9374351235
Brandon is our team’s Director of Financial Planning. Brandon is a graduate of Wright State University with his bachelor’s degree in both Financial Services and Accounting. He will work with you to create a financial...
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...