Broker Check

Our Firm

Our Approach
A Team Working
Towards Your Goals

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. At Coyer Financial Group, we take a proactive approach to helping you develop a strategy to address your financial goals and objectives, aiming to use the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Why Choose Us
How We're Different

A Team That’s Always There For You

Partners Through all of Life’s Chapters

Keeping the Focus on 
What Matters Most

Meet The Team
Your Partners In
Pursuing Financial Success

Chris Coyer, CFPA®

LPL Investment Advisor Representative

702-806-6250

chris.coyer@lpl.com

Christopher Richard Coyer is a seasoned LPL Investment Advisor Representative with a strong track record of delivering strategic financial guidance to individuals, families, and institutions. He was born and raised in Oswego, New York...

Read more

James Polonsky

Vice President & Financial Advisor

732-336-9653

jim.polonsky@lpl.com

James Polonsky is Vice President and Financial Advisor at Coyer Financial Group, where his background includes over 35 years of experience in helping individuals, families, and business owners navigate the complexities of financial...

Read more

Gregory Barson

LPL Investment Advisor Representative

801.318.5561

greg.barson@lpl.com

Greg Barson is a seasoned Investment Advisor Representative with LPL Financial, one of the nation’s leading independent broker-dealers. With over 25 years of experience in the financial services industry, Greg combines deep expertise...

Read more

Alex Bonilla, CFPA®

LPL Investment Advisor Representative

702-606-4646

alex.bonilla@lpl.com

José Alexander Bonilla, better known as Alex Bonilla is a dedicated LPL Investment Advisor Representative with a passion for helping clients work toward achieving long-term financial success through strategic investment planning. Born in...

Read more

Chuck Simons, ChFC®

LPL Investment Advisor Representative

702-596-9055

chuck.simons@lpl.com

Charlton Simons, better known as Chuck Simons, is a seasoned financial professional with over 30+ years of experience helping individuals, families, and business owners build and preserve wealth. As a Chartered Financial Consultant®...
Read more

Valerie Wells

Client Relationship Manager

702-449-4380

valerie.wells@lpl.com

Valerie Wells serves as a Client Relationship Manager, where she is committed to delivering exceptional service and building meaningful, long-term relationships with clients. With a background in financial services and a strong focus...
Read more

Kelly Marshall

Vice President of Customer Experience

702-992-3737

kelly.marshall@lpl.com

Originally from the great state of New Jersey, I made Nevada my home 11 years ago. Throughout my career, I have built my professional foundation on relationships, trust, and a genuine commitment to helping people achieve their...
Read more

Lance Bohne, BFA®, CSA®, CIS®, CFS®

Wealth Manager – Partner

702-353-3766

lance.bohne@lpl.com

For 25 years, I’ve helped clients understand their financial options and build plans around the goals that matter most to them. As a Wealth Manager and Partner at Coyer Financial, I work with business owners, small and midsize...
Read more

Timothy Chauser

LPL Investment Advisor Representative

949-388-1457

tim.chauser@lpl.com

I have more than five decades of experience working with individuals, families, and businesses in the areas of taxation, accounting, and financial services. I began my career as a Tax Advisor in 1973 and obtained my authorization to...
Read more

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help.
This Ebook has the tools you need to get started developing your Social Security strategy.

Get Started
Schedule A Complimentary Consultation

Schedule a Consultation