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

Camille Coke

Camille Coke

JD

Financial Advisor

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Joan Coke

Joan Coke

CFP®, CLU®, ChFC®

Financial Advisor

Business Financial Advisor
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Team

Heather Bromwell

Heather Bromwell

Client Service Manager

Sheryl Ferrari

Sheryl Ferrari

Administrative Assistant