Broker Check

Our Team

About Gallagher Pool

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

937-435-1234

937-435-1235

charlie@gallagher-pool.com

Charlie is a co-founder, and managing partner at Gallagher Pool Wealth Management, embarking on his financial journey in 1995 with a prominent national financial services firm. Transitioning to an independent planning platform in 2005...
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Phil Gallagher, AIF

Managing Partner

937-435-1234

937-435-1235

phil@gallagher-pool.com

Phil is a distinguished professional in the world of finance, renowned for his experience in crafting tailor-made investment strategies for his clients through his comprehensive and personalized approach. With a firm belief that...
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Carla Trebnick

Director of Client Services

937-435-1234

937-435-1235

carla@gallagher-pool.com

Carla Trebnick is a seasoned professional with more than 20 years of experience as Director of Client Services. At Gallagher Pool, she oversees all aspects of client support, delivering personalized guidance and assistance with a...
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Brandon Fourman CFP®

Director of Financial Planning

9374351234

9374351235

brandon@gallagher-pool.com

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...

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Chas Woodhull AIF, CEPA

Private Wealth Advisor

937-435-1234

9374351235

chas@gallagher-pool.com

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...

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