Our Team



Executive Assistant

My role at TFA

As Executive Assistant, I have the pleasure of being the welcoming face and voice for most of our clients who visit or call. I also schedule client meetings and act as a “Swiss Army Knife” for a host of needs around the office.

My motivation

I like helping people and feeling like I’ve made their day a little easier.

My life outside of TFA

I like reading, going to the movies, doing yard work, and spending time with family.

My family is what gives me purpose and meaning in my life.


3 words that describe Me

Patient, Loyal, Caring

Favorite Movie

The Avengers Movie Series

Favorite Book

Any Mystery Book

Favorite Quote

Try to be the rainbow in someone's cloud - Maya Angelou

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