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 Toadvine

Jeff Toadvine

CFP®, ChFC®, AAMS®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Toadvine Visit Jeff Toadvine's website
Daniel Iachello

Daniel Iachello

CFP®, CRPC®, APMA®

Financial Advisor

Associate Vice President
Learn more about Daniel Iachello Visit Daniel Iachello's website

Our team

Rachel Page, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Rachel Page, CFP®, CLU®, ChFC®

Financial Consultant

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • MBA, Thunderbird School of Global Management, Geneva Switzerland
  • BA, Government, Skidmore College, Saratoga Springs, NY
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Julia Beatty, CFP<sup>®</sup>

Julia Beatty, CFP®

Registered Client Service Associate,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
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Bea Truax, MBA

Bea Truax, MBA

Registered Client Service Associate,

Practice Manager

Qualifications

  • MBA, Florida Atlantic University
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