140 Wildewood Park Drive
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Accredited Asset Management Specialist AAMS®
Tania is a Financial Advisor with PlanTrust Wealth Management. She has worked in the financial services industry for over six years. She began her career working in the 401(k) space, helping state and local government employees reach their retirement goals.
As a financial advisor, Tania creates customized guidance, based on her clients' entire financial picture. She believes that trust is the foundation of every great relationship and the relationship with your advisor should be no different.
In the community, Tania is honored to be a board member with the Ron Howell Foundation where she helps equip and empower young leaders. Additionally, she is an active volunteer with the SIFMA Foundation Investwrite program - a national writing competition offered to students and teachers participating in The Stock Market Game. She also serves as a volunteer small business advisor with Pacific Community Ventures helping small business owners in the area of finance.
Tania has been featured in several financial publications including CNBC, Yahoo Finance, U.S News & World Report and Fiduciary News.
When Tania is not hard at work serving clients, she is spending time with her wonderful family. She is married to Roger and they have two sons, Darniel (15) and Elton (5).
Education & Licenses:
FINRA Series 6, 63, 66, 7
Accredited Asset Management Specialist - College for Financial Planning
Bachelors of Science in Business Management - Baker College
MBA in Finance in Progress - U of SC Aiken
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.