Meet Our Team

With over 25 years of experience in the financial planning industry, we have extensive knowledge in making challenging day to day money decisions, managing debt, investing, taxes, insurance, estate planning, and dealing with retirement transitions.

Tara Unverzagt
Founder & Chief Advisor
Nina Reeder
Client Service Associate
Sadie Goodwin
Marketing Manager
Jessica Robertson
Lead Financial Planner
Alison Rosa
Operations Manager
Vincent Wong
Technical Administrator
RooksDM
Technology Consultant

In the Press

May 28, 2020

Advisors hire next-generation talent to thrive. Here’s how some practices have already done it

April 21, 2020

Banking 101: How to Start Saving Money

April 21, 2020

5 Do’s and Don’ts of Repaying Your Personal Loan Early

April 21, 2020

How to Model Family Spending During the Covid-19 Pandemic

April 21, 2020

Follow Your Own Advice, Say Top Advisors In New Year’s Resolutions

Are you looking to change your financial future?

If you looking to make the jump to the financial future of your dreams reach out to our team and we will show you what we can do for you.

Find out more