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

Bill Maclin

Bill Maclin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Maclin's website
Brooke Pilant

Brooke Pilant

Associate Financial Advisor

Visit Brooke Pilant's website

Team

Julia Hellums

Event Planner,

Client Service Specialist

Mariah Marlowe

Paraplanner,

Client Service Specialist

Rebecca Koontz Brown

Paraplanner

Angela Talley

Office Manager