Home
Who we are
Work Together
Your Amazing Financial Life
FreshStart™
Ongoing Support
One-On-One Services
Financial Therapy
Resources
Contact
LOGIN
YAFL
RightCapital
MorningStar
YNAB
Simplify Your Financial Life
Home
Who we are
Work Together
Your Amazing Financial Life
FreshStart™
Ongoing Support
One-On-One Services
Financial Therapy
Resources
Contact
LOGIN
YAFL
RightCapital
MorningStar
YNAB
Our Team
Home
Team
Tara Unverzagt
President & Senior Financial Planner
Nina Reeder
Client Service Associate
Sadie Goodwin
Marketing Manager
RooksDM
Technology Consultant
Michael Rodriguez
Junior Financial Planner
Jessica Robertson
Lead Financial Planner
Mary Ann Sullivan
Junior Financial Planner
Alison Rosa
Operations Manager
President & Senior Financial Planner 
Client Service Associate 
Marketing Manager 
Technology Consultant 
Junior Financial Planner 
Lead Financial Planner 
Junior Financial Planner 
Operations Manager 
