My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Tasha B Welch
- Oversees day-to-day operations
- Schedules appointments and account reviews
- Assists with new accounts and underwriting
- Handles service requests for both advisory and insurance accounts

Darla D Taylor
- Assists with Case Preparation
- Assists with Client Review & Financial Planning Documents
Handles service requests for both investment and insurance accounts