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MEET THE TEAM

Your Dedicated Experts

Get to know the professionals behind Trawick Financial Services. Our experienced team is here to provide expert guidance, personalized support, and innovative financial solutions to help you secure your future with confidence.

PRESIDENT

Greg Pearson

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DIRECTOR OF OPERATIONS

Mary Rothenhauser

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DIRECTOR OF SALES

Chris Nissen

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LEAD CASE MANAGER​

Julia Mandel

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OPERATIONS MANAGER

Megan Peterson

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EXECUTIVE ASSISTANT

Camila Galeppi

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WEALTH CONSULTANT

Henry Williams

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WEALTH CONSULTANT

David Thompson

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COMMISSIONS REPRESENTATIVE

José Moncada

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CONTACT US

Contact Us for More Info!

Reach out to Trawick Financial Services for expert financial guidance! Whether you have questions or need assistance, our team is ready to help. Call us today or send an email to get started on securing your financial future.
Mailing Address

PO Box 838, Union, KY 41091

Phone Number

Phone: +1 (803) 252-3065

Email Address

Cami@trawickfinancialservices.com