About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.


Ken Cohoon, CFP®

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial need analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my long term experience in offering financial planning services allows me to provide unparalleled expertise when helping my client to build their wealth while minimizing their taxes.

Willie Cohoon, CHS

Investment Funds Advisor - Investia Financial Services Inc.

Willie The Money Coach's Game Plan

We have a financial services practice. We Help clients avoid transferring money Unknowingly and Unnecessarily by focusing on our 10 step methodology to get them to POSITION A.

My DREAM

Creating and integrating a financial L1fe plan that in truth melds meaning with money for everyone I meet.

Mike Cohoon

Investment Funds Advisor - Investia Financial Services Inc.

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Nicole Cohoon

Executive Assistant

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is to assist Ken to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with Ken to discuss your financial strategy, please contact me at: (877) 275-0642.

Karen Downie

Branch Manager

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is to assist Mike to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with Mike to discuss your financial strategy, please contact me at: (877) 275-0642.