Broker Check

Our Team

Jon Coomer

(937) 335-7700

(937) 335-7703

[email protected]

Jon was taught to treat people with respect and compassion, a lesson he teaches his own children today. With more than twenty years of financial services experience, he listens to learn about your dreams for the future, and then creates financial strategies to help you achieve them. He inspires trust and confidence by patiently presenting complex financial concepts in ways you can understand - making you a full partner in planning for your golden years. 

A Troy native, Jon now helps retirees and pre-retirees of Troy and the surrounding communities plan for financial independence. Away from work, Jon and his wife Ami stay busy raising two young boys, Will and Heath. An active and adventurous person, Jon enjoys traveling, fishing, and boating with his family.

Zach Rapp

Financial Advisor

937-335-7700

937-335-7703

[email protected]

Zach is a Financial Advisor with Jon Coomer Investment Management. After witnessing the difference between families that had a plan and those that didn’t, he felt compelled to work in this business to help people make better financial decisions. Life is filled with uncertainty that sometimes upends our lives without a moment’s notice. Instead of letting emotions run our daily lives, Zach urges clients to use a practical set of principles that not only help you survive financial uncertainty, but also help you embrace your fear and find financial independence.

Zach graduated Cum Laude from Wright State University with a Bachelor of Science degree in Business. At Wright State, he received the Outstanding Financial Services Graduate award after pursuing the CFP Board Registered Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ professional. He continues to focus on acquiring relevant information relating to cash flow, investment management, and retirement planning, but more importantly the behavioral side of finance and practical steps to apply the information into one’s daily financial decisions.

Zach lives in New Carlisle with his wife, Lindsay, and two sons, Bennett and Grady.