Strategic Wealth Advisor Team

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

Tammie Dunn Walker

Tammie Dunn Walker

MBA, CFP®, CRPC®

Private Wealth Advisor

Visit Tammie Dunn Walker's website
Lindsay Jones

Lindsay Jones

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lindsay Jones's website
Nikki Fry

Nikki Fry

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Nikki Fry's website

Team

Jennifer Beiler

Jennifer Beiler

Client Service Coordinator

Mary Slack

Mary Slack

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