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.



Our advisors

Matthew Tuttle

Matthew Tuttle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Tuttle Visit Matthew Tuttle's website
Lisa Tuttle

Lisa Tuttle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lisa Tuttle Visit Lisa Tuttle's website

Our team

Blythe Bittman

Blythe Bittman

Client Service Associate

Roles & Responsibilities

  • Handles scheduling of client meetings
  • Handles incoming calls and questions
  • Plans and prepares client events
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Brittany Granata

Brittany Granata

Registered Practice Associate

Qualifications

  • Holds Series 7, 63, 65

Roles & Responsibilities

  • Manages client relationship
  • Financial Planning
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Kevin Gathje

Kevin Gathje

Registered Client Service Associate

Qualifications

  • Holds Series 7, 63, 65

Roles & Responsibilities

  • Manages client relationship
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