Archives: Team Members
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 >>
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 […]
Read More >>
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 […]
Read More >>
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 […]
Read More >>
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 […]
Read More >>
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 […]
Read More >>
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 […]
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