Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for J.R. Wagner

J.R. Wagner

CRPC, APMA®

Private Wealth Advisor

Managing Partner of Tarian Wealth Management
Learn more about J.R. Wagner Visit J.R. Wagner's website
Advisor photo for Roger Dael

Roger Dael

APMA®, CEPA®

Private Wealth Advisor

Managing Partner of Tarian Wealth Management
Learn more about Roger Dael Visit Roger Dael's website
Advisor photo for Steven Kreutzberg

Steven Kreutzberg

APMA®, CEPA®

Financial Advisor

Learn more about Steven Kreutzberg Visit Steven Kreutzberg's website
Advisor photo for Jacob Parent

Jacob Parent

APMA®

Financial Advisor

Learn more about Jacob Parent Visit Jacob Parent's website
Advisor photo for Jim Vaccaro

Jim Vaccaro

APMA®

Financial Advisor

Learn more about Jim Vaccaro Visit Jim Vaccaro's website


Our team

Erica Spence

Erica Spence

Operations Manager,

Financial Planning Assistant
Don Taflin

Don Taflin

Investment Manager

Stephanie Ruiz

Stephanie Ruiz

Client Service Specialist