Wealth Management Solutions

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.


Tate Running

Tate Running


Financial Advisor

Visit Tate Running's website


Brenda Ward, APMA<sup>®</sup>

Brenda Ward, APMA®

Practice Manager,

Financial Planning Specialist
Sara Truax

Sara Truax

Office Manager