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

Mark Tapp

Mark Tapp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Tapp's website
Josh Smith

Josh Smith

Financial Advisor

Visit Josh Smith's website

Team

Katelyn Fox

Katelyn Fox

Client Service Coordinator