The Team

The Myrias Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Andy Huggins

Andy Huggins

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies

Education

BS, Business Administration, Georgia Southwestern College, 1976, MA, Physical Education, University of Tennessee, 1978
CA Insurance #0F31557

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Christopher Goehner

Christopher Goehner

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances

Education

BA, James Madison University 1991

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Susan Kagey

Susan Kagey

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

BA, history & English, Case Western Reserve University, Cleveland, OH

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Nicole Tayman

Nicole Tayman

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

BS, Virginia Tech, Family Financial Management, 2004

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Clay Arthur

Clay Arthur

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies

Education

BA, Education, University of Virginia, 1991, MT, Teaching, University of Virginia, 1991

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Our Staff

Margaret S. Donald

Margaret S. Donald

Financial Planning Assistant

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Qualifications

  • Series 6, 63 and Life & Health licensed
  • Paraplanner, College for Financial Planning
Jennifer Jones

Jennifer Jones

Paraplanner

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Qualifications

  • Series 7, 65, 66 and Life & Health licensed
  • BA, Marketing Education, Marshall University, Huntington, WV, 1987
Julie A. Jones

Julie A. Jones

Operations Manager

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Qualifications

  • Paralegal Certification, National Institute for Paralegal Training, 1993
  • BS, Information Technology Management, Western Governors University, UT, 2012

Tonya Stahmer

Client Service Specialist