THE TUTTLE GROUP

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Matthew Tuttle

Matthew Tuttle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Tuttle's website
Lisa Tuttle

Lisa Tuttle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lisa Tuttle's website

Team

Blythe Bittman

Blythe Bittman

Client Service Associate

Roles & Responsibilities

  • Handles scheduling of client meetings
  • Handles incoming calls and questions
  • Plans and prepares client events
View more
Brittany Granata

Brittany Granata

Registered Practice Associate

Kevin Gathje

Kevin Gathje

Registered Client Service Associate

Qualifications

  • Holds Series 7, 63, and 65

Roles & Responsibilities

  • Manage Client Relationship
View more