Disclaimer:
These testimonials were given by current clients. No compensation was provided for these testimonials. There are no conflicts of interest on the part of the people giving the testimonials. Featured testimonials do not represent the experience of all clients and are no guarantee as to clients’ future investment success.
Gene Thompson
07/14/2025My wife and I have been clients of Tawna since 2018. Tawna takes the time to really know her clients and thoroughly explains in a way we understand. She has provided sound advice and direction with our financial planning that has allowed us to become debt free and focus on saving for our retirement.
Not only as a good advisor she has turned out to be a great friend. We wholeheartedly recommend Tawna as a financial advisor.