Jon Skorich is the CEO and Founder of COAH FINANCIAL. He has an extensive background in serving the complex needs of families of significant wealth. Jon serves as a most trusted advisor to a clientele who rely on him for consistent and timely advice. He advises clients in wealth preservation, investment management, trust and estate planning, business exit planning and more. Jon’s industry credentials include the APMA®, CEPA® and CAP® designations. Jon has a Master’s degree from Denver Seminary and Bachelor’s from Moody Bible Institute. He has previously served as a pastor and nonprofit leader. He has served on board of directors of The charter schools in Colorado Springs. He is the founder of the John 17 Fight Club - a interdenominational men’s ministry that seeks to raise up men willing to stand for truth. Jon also works with the state of Colorado on their Advanced Industries grant program, serving on the review committee for technology companies seeking to grow their presence and impact in Colorado. In his spare time, Jon loves spending time with family, friends and his church. He enjoys camping, fly fishing and the great outdoors.Jon Skorich is the CEO and Founder of COAH FINANCIAL. He has an extensive background in serving the complex needs of families of significant wealth. Jon serves as a most trusted advisor to a clientele who rely on him for consistent and timely advice. He advises clients in wealth preservation, investment management, trust and estate planning, business exit planning and more. Jon’s industry credentials include the APMA®, CEPA® and CAP® designations. Jon has a Master’s degree from Denver Seminary and Bachelor’s from Moody Bible Institute. He has previously served as a pastor and nonprofit leader. He has served on the board of directors of Charter Schools in Colorado Springs. He is the founder of the John 17 Fight Club - a interdenominational men’s ministry that seeks to raise up men willing to stand for truth. Jon also works with the state of Colorado on their Advanced Industries grant program, serving on the review committee for technology companies seeking to grow their presence and impact in Colorado. In his spare time, Jon loves spending time with family, friends and his church. He enjoys camping, fly fishing and the great outdoors.
Asset management
Discretionary
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Experience
9 years in the industry
Sourced from the SEC’s Investment Adviser Public Disclosure record.
FORM ADV
PART 2 BROCHURES
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.