THE TUTTLE GROUP

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for THE TUTTLE GROUP
Team photo for THE TUTTLE GROUP

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Advisors

Matthew Tuttle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Tuttle's website

Lisa Tuttle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lisa Tuttle's website

Brittany Granata

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brittany Granata's website


Team

Kevin Gathje

Kevin Gathje

Client Service Specialist

Qualifications

  • Holds Series 7, 63, 65

Roles & Responsibilities

  • Manage Client Relationship
  • Financial Plan Development
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Adam Rice

Adam Rice

Client Service Specialist

Qualifications

  • Holds Series 7, 63 and 65

Roles & Responsibilities

  • Manages Client Relationship
  • Financial Plan Development
View more