In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Rodney Williams

Rodney Williams

Private Wealth Advisor

Managing Director
Visit Rodney Williams's website
Michael Quinn

Michael Quinn

Private Wealth Advisor

Managing Director
Visit Michael Quinn's website
Chad Petersen

Chad Petersen

Financial Advisor

Associate Vice President
Visit Chad Petersen's website

Team

Terri Cantrell

Terri Cantrell

Administrative Assistant

Qualifications

  • C.R.P.C. Chartered Retirement Planning Counselor

Roles & Responsibilities

  • Trade Execution, Scheduling, Financial Planning Prep Work, Adminstrative Work, Processing
View more