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.



Our advisors

J.R. Wagner

CRPC, APMA

Private Wealth Advisor

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

Roger Dael

APMA

Financial Advisor

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

Steven Kreutzberg

APMA

Financial Advisor

Learn more about Steven Kreutzberg Visit Steven Kreutzberg's website

Steven Binder

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Steven Binder Visit Steven Binder's website


Our team

Erica Spence

Erica Spence

Operations Manager,

Financial Planning Assistant
Don Taflin

Don Taflin

Investment Manager