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.



Our advisors

Jeff Mumper

Jeff Mumper

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Jeff Mumper Visit Jeff Mumper's website
Drew Harmon

Drew Harmon

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Drew Harmon Visit Drew Harmon's website

Our team

Mike Reed

Mike Reed

Registered Practice Associate,

Financial Planning Specialist

Qualifications

  • APMA®
  • Series 7
  • Series 9 & 10
  • Series 31
  • Series 63
  • Series 65
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Teri Edgemon

Teri Edgemon

Registered Client Service Associate