Tarian Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

J.R. Wagner

CRPC, APMA

Private Wealth Advisor

Managing Partner of Tarian Wealth Management
Visit J.R. Wagner's website

Roger Dael

APMA

Financial Advisor

Managing Partner of Tarian Wealth Management
Visit Roger Dael's website

Steven Kreutzberg

APMA

Financial Advisor

Visit Steven Kreutzberg's website

Steven Binder

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Steven Binder's website

Jim Vaccaro

Financial Advisor

Visit Jim Vaccaro's website

Jacob Parent

Financial Advisor

Visit Jacob Parent's website


Team

Don Taflin

Don Taflin

Investment Manager

Erica Spence

Erica Spence

Operations Manager,

Financial Planning Assistant