Who We Are

At TMR, we are a team of financial consultants with over 30 years of experience in the industry. We specialize in providing A++ financial paraplanning guidance that is both repeatable and custom tailored to each of our clients. Our team is dedicated to changing lives one plan at a time, and we never present anything that we wouldn't present to our own family. We believe in the intersection of data and art in every plan we create, ensuring that our clients receive the best possible financial advice and solutions for their needs.