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

April 21, 2020

How to Help Clients Pay Less for College

March 5, 2020

Meghan Markle and Prince Harry want to be financially independent — here’s what that means

March 5, 2020

‘Being objective is incredibly hard’: top financial advisers reveal their strategies for 2020

March 5, 2020

Advisors’ Advice: 10 Biggest Tax Mistakes Clients Make

March 5, 2020

How to Teach Delayed Gratification to Kids

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