Archives: Team Members
BARBARA RICHLEY, FPQP™
My role at TFA As a Client Services Specialist at TFA, I am involved in just about every implementation step of the clients I have the privilege of serving. My motivation I love to help […]
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KELLY HARTER, FPQP™
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 enjoy seeing my clients succeed! It is amazing the […]
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LAURA HARKEY, FPQP™
My role at TFA I am the Director of Client Services at TFA. Our team works with the advisors, handling the logistics of the plan the Advisor puts in place with the client. We assist […]
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KAREN BALENO
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 […]
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CAMERON AYDLETT, CFP®, ChFC®
My role at TFA As a Senior Advisor, I have the pleasure of leading a “Diamond Team” of advisors and collaborating directly with clients to plan for and through retirement. My motivation It is rewarding […]
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PATRICK RUSH, CFP®, CAP®, CLU®, MBA
My role at TFA As the owner and CEO of TFA, my role rests on cementing our legacy as the premier independent firm for wealth management in the Southeast. While we’ve received many awards in […]
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