The Blair Sheehan Steffens Team

On the Blair, Sheehan, Steffens team we never lose sight of the fact that we are in the business of service and trust. It is our primary goal to serve you with a level of care that surpasses even your highest expectations.

We are a group of motivated, diligent individuals who thrive on working to provide clients with seamless, comprehensive service. We thoroughly enjoy solving complex problems and find the most multifaceted situations to be the most rewarding.

Our team is proud to be fully sustainable, with three Partners and an ever-growing group of bright, up-and-coming Advisors and Client Service Managers. We are also a very technically proficient team, with over a dozen designations on our team alone. We believe this depth and breadth of skill helps us serve clients with more efficiency and complexity.

Over the years, our advisors have served hundreds of families and businesses. That makes us confident in our ability to help you with whatever you throw our way!

Meet our growing team below.




Contact The Blair Sheehan Steffens Team

blair-sheehan-steffens@monetagroup.com

Meet the Team

Patrick Akins
CFP®
Advisor
James Blair IV
CFP®, AWMA®
Partner
Andrew Bouquet
J.D., CFP®
Advisor
Kristin Brown
CFP®
Advisor
Abbie Engle
Client Service Manager
Mark Fischer
MBA
Client Service Manager
Adam Ford
J.D.
Advisor
Morgan Fox
Client Service Manager
Scott Gartland
Client Service Manager
Starlette Geisz
C.B.
Client Service Manager
Zach Han
CFP®
Advisor
Alec Logue
Client Service Manager
Kyle Marra
Client Service Manager
Katelyn Norris
Client Service Manager
Alexis Schell
Client Service Manager
Phil Schwab
Advisor
Coleman Sheehan
CPA, CFP®, MSA
Partner
John Steffens
CPA, MBA
Partner
Lauren Turner
Client Service Manager
Jennifer Twohy
Client Service Administrator