Testimonials

My 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.

I have had a positive experience working with Tawna. She always puts the customer first. She listens carefully and plans according to the Ramsey methods.

Tawna and her team are fantastic. We found Tawna years ago as a Dave Ramsey endorsed financial advisor. We were in our late 20’s or early 30’s and had just started paying attention to our long-term financial planning and goal setting. Before Tawna, we had selected a different financial advisor…the kind who sort of looked at us like dumb 20-30 somethings and almost had a “talking above our heads” or “I’m smarter than you” approach. The working relationship just felt off. After only a couple of months and meetings with the original financial advisor, we decided he wasn’t for us.

We found Tawna locally, met with her and spent the first meeting just getting to know each other. There was no pressure whatsoever. We barely even talked financials in that first meeting. Both my wife and I knew after that first meeting that this was our new financial advisor. Tawna is a teacher. There are no dumb questions. Especially for us, in our younger years and not knowing much to start, she was a valuable teacher that walked through our financial journey, planning and goals with us. Everything is explained to you and in such a personable and professional way. Getting things rolling early on was a breeze. Tawna is super accessible, answers our random questions or thoughts all the time and in a super timely manner. Our investments have done very well over the years with her. We’re debt free and actually millionaires now. All with Tawna in our corner. Our financial journey wouldn’t be what it is without Tawna and her teams help. I’ve even pointed my recently widowed mother to Tawna, with her having to do things solo and on her own now…she needed a teacher and partner to walk with her in her new financial journey.

Working with you is great. You pay attention to details about our lives, ask probing questions to make sure you understand the situation and to make us think about our goals, and try to accommodate any special requests. You are professional and friendly.

I have found both Tawna and Megan qualified at their positions and very responsive to any of my investment and financial requests. I trust them with the knowledge that they show in dealing with my investments. Tawna has shown to be quite understanding even if I do something that may not be the right way to run finances according to Dave Ramsey’s plan (the 7 Baby Steps). I appreciate the fact that she allows her clients to make some financial “side=steps” (like financing a car), although I have learned a lot from her in how those “side-steps” can be restrictive to the ultimate financial goals that I may have.