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.



Advisors

Tyson M Lashley

Tyson M Lashley

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Tyson M Lashley's website
Michael McEntee

Michael McEntee

CFP®

Private Wealth Advisor

Managing Director
Visit Michael McEntee's website

Team

Mark Balfour

Mark Balfour

Registered Client Service Associate

Qualifications

  • FINRA Series 7, 6, 63, 65 and 24
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Bethany McCole

Bethany McCole

Client Service Associate