The Team

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

Karl Reed

Karl Reed

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Karissa Peterson

Karissa Peterson

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Education

Florida Institute of Technology - Masters in Business Administration: Finance - 2014, University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

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Our Staff

Irma Petty

Executive Assistant