Sr. Financial Planner
Taffy has dedicated her 20 year career providing financial planning and wealth management services to individuals, families, trusts, institutions and philanthropic organizations. Taffy brings extensive experience, depth, and skills in financial planning and investing. Her capabilities address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach.
When not working, Taffy enjoys spending time with her husband, David, and two children, Ben and Emma. Taffy and her family enjoy traveling and endurance racing.
Education: Auburn University, B.A.
"Courage is the most important of all the virtues because without courage, you can't practice any other virtue consistently." - Maya Angelou
Get to know Taffy
Ziplining above the tree tops.
Exploring underground caves in Cancun.
Macy and Ryder doing what they do best.
What's your favorite movie?
What was the best concert you ever attended?
Dave Matthews and Tim Reynolds in Cancun, Mexico.
If you could visit anywhere in the world you've never been, where would you go?
What are you passionate about?