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

Heath Countryman

Heath Countryman

Financial Advisor

Associate Vice President
Visit Heath Countryman's website

Team

Carolyn Jones

Client Service Associate

Jill Eisenhart

Jill Eisenhart

Operations Leader