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About Us

Meet The Team

Senior Advisors

Dan Searles

CFP®, RFC®, CEP®, LUTCF® 
Dan@MedallionGroup.com

Co-founder and Partner of Medallion Financial Group, Dan Searles is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Searles Stohlman

CFP®, CEP®, RFC®, ChFEBCSM
Laura@MedallionGroup.com

Owner and Partner of Medallion Financial Group, Inc., Laura Searles Stohlman has been serving her clients since 1983.

JOHN F. STOHLMAN

MS, CFP®, CLU®, ChFC®, ChFEBCSM, RFC®
John@MedallionGroup.com

Owner and Partner of Medallion Financial Group, Inc. John Stohlman has achieved many distinguished designations.

Advisors

Ryan Dunn

ChFEBCSM
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Ryan Dunn ChFEBCSM is a registered representative specializing in federal employee benefits

Suzanne Wheeler

LUTCF
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After spending 20+ years working in finance, Suzanne’s passion for helping people manage their money is still going strong.

Registered Assistants

Barry Cantor JD, LLM, CPA

Assistant to Laura Stohlman
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JOHN “JR” Robertson

Assistant to John Stohlman
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Josh Brunner CFP®

Assistant to Dan Searles
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Alex Michur

Assistant to Ryan Dunn
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Administrative Staff   (Info@medalliongroup.com)

Marie Michur
Annie Searles
Natalie Waibel
Eileen O’Neale
Mathieu Garrette

Let Us Serve You

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