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
President & Senior Financial Planner
Nina Reeder
Client Service Associate
Sadie Goodwin
Marketing Manager
Michael Rodriguez
Jr Financial Planner
Jessica Robertson
Lead Financial Planner
Mary Ann Sullivan
Junior Financial Planner
Alison Rosa
Operations Manager

What makes us different?

We are not your typical financial planning firm. We go above and beyond the normal and there are a few key differentiators that set us apart from the rest. We believe in keeping a good headspace when working on finances which is why we weave Financial Therapy practices into everything that we do. We also understand that your money beliefs affect your money behaviors and its important to put that all on the table and get comfortable talking about it.

We have a proven model with a track record for success which you can see in our FreshStart program. We want to keep our products and services accessible and affordable to all which you will find when exploring our fees.

Our Trusted Partners

Technology Consultant

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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