Who we are

Most people are working with three professionals who aren't talking to each other.

A financial advisor who doesn't see the tax return. A CPA who doesn't know the investment strategy. A retirement planner who's guessing at your income picture. Each is doing their job — but no one has the full picture.

That's the problem Trammell Wealth was built to solve.

One Advisor. Three Disciplines. Your Complete Picture.

As a CFP®, Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®), I bring financial planning, tax expertise, and retirement income strategy together under one roof — coordinated by one person who sees everything.

  • CFP® — Holistic planning across retirement, investments, insurance, tax, and estate strategy

  • EA — The highest IRS credential. I can represent you in audits, appeals, and collections — and your tax return is prepared by the same person managing your financial plan

  • RICP® — Specialized expertise in Social Security timing, Roth conversions, withdrawal sequencing, and longevity planning

When your planner and your tax preparer are the same person, things stop falling through the cracks.

Rooted in Faith. Committed to Fiduciary Duty.

Our symbol is a cross — not only because it reflects the "T" in Trammell Wealth, but because it reflects who we are. As a Christian-led firm, we believe wealth is not simply owned; it is entrusted.

"Moreover, it is required of stewards that they be found faithful." — 1 Corinthians 4:2

That conviction shapes how I work. As a fee-only fiduciary, I am legally and morally required to put your interests first. No commissions. No kickbacks. You pay me — no one else does.

What Working Together Actually Looks Like

This isn't a one-meeting relationship. Depending on your service level, you'll hear from me throughout the year with purposeful, proactive touchpoints:

  • January — Annual plan refresh and portfolio review

  • April — Insurance and risk review; tax filing coordinated with your financial plan

  • July — RMD and QCD planning, mid-year plan update

  • October — Open enrollment prep and tax-loss harvesting scan

  • December — Year-end tax strategy and next-year preparation

Every item on that calendar is intentional — and because planning and taxes are handled by the same person, each decision is made with the full picture in view.

Three Ways to Get Started

Whether you're ready for ongoing guidance or just need a specific question answered, there's a path designed for where you are:

  • Investment Management — A real advisor watching your portfolio, with investment strategy tied to your broader financial plan and tax situation. At $500k+, full planning and tax prep are included.

  • Ongoing Financial Planning — Monthly retainer with no asset minimum. Ideal if you're retired or approaching it and need coordinated income strategy, Roth conversions, DROP optimization, and tax planning. Tax prep included at both tiers.

  • Project-Based Analysis — Not ready for ongoing advice? Get a focused, written analysis on exactly the question you need — Social Security timing, retirement readiness, Roth strategy, or standalone tax prep. Many clients start here.

Plan. Protect. Prosper.

I help FRS employees, medical professionals, retirees, and Florida families invest wisely, retire confidently, and make smart decisions about Social Security and taxes. Whatever brings you here, I'm glad you're thinking about it — and I'd be glad to help.

Member: NAPFA · XY Planning Network · National Association of Enrolled Agents · Charles Schwab Custodian (SIPC protected)