Archives: Team Members
Matthew Stratton, CFP®, CLU®, ChFC®
My role at TFA I am a Certified Financial Planner™ practitioner. I use my 20 years of Financial Planning experience to serve as a Senior Lead Advisor with OneDigital. I help clients create and accomplish […]
Read More >>
James Paul Huber
My role at TFA I take a proactive approach when working with clients, helping them pinpoint their key priorities. Together, we create a strategic plan that optimizes their available resources to achieve both short-term and […]
Read More >>
Tom Jordan, CLTC
Strategic Partner Tom has been active in the insurance industry after spending many years as an executive in the textile industry. He brings with him a passion for Long Term Care and Medicare education as […]
Read More >>
ADERONKE BANKOLE-FALAYE
My role at TFA I work as Technical Portfolio Specialist and I assist in the composition and maintenance of investment portfolios by using and applying the portfolio model. I engage in equity research using fundamental […]
Read More >>
KELLY WAGNER
My role at TFA I help clients with any money movement and paperwork and take care of receiving outside information from the client. My motivation I want others to be treated the way my parents […]
Read More >>
JONAS BOYER, CFP®
My role at TFA I proactively work with clients to identify their top priorities and develop a plan to best utilize their available resources to achieve their short and long-term goals. My motivation I chose […]
Read More >>
JOHN MARSKE, CFP®
My role at TFA As a Lead Advisor at TFA, I spearhead client relationships by helping people envision and act on their retirement goals. My motivation Life is complex, so we all need a sounding […]
Read More >>
KAITLYN LINGARD, CFP®
My role at TFA I am a Certified Financial Planner™ practitioner at TFA. I serve as a Lead Advisor to many families at TFA. A typical day consists of conducting comprehensive review meetings, evaluating/establishing financial plans, […]
Read More >>
EDUARDA YORK, SPHR, SHRM-SCP
My role at TFA I am the Director of Finance and Administration. I oversee the daily financial aspects of the firm, including financial reporting, Human Resources Administration, Benefits and Compliance. My motivation I enjoy the […]
Read More >>
LINDA WILLARD
My role at TFA As Director of Operations at TFA, I have my hands in just about everything, especially the management of our technology platforms and software, and the creation and maintenance of our internal […]
Read More >>
We’re here to help you Live With Intention.
Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.
Contact Us