Milad Taghehchian, CFP​®
Chris Cyndecki, CFP​®
Ian Tennant, ChFC​®
Julie McClure, CFP​®
Ian Tennant, ChFC®
Wealth Advisor
Education
Chemical Engineering
The University of Texas at Austin
Professional Designations
Chartered Financial Consultant​®
Series 65 License
Areas of Specialization
Tax Planning
Retirement Planning
LGBTQ+ Planning
Blended Families
Socially Responsible Investing
 
Community & Leadership
Volunteer Tax Preparer, Financial Coach, Credit Counselor: Foundation Communities
Board Member: Please BE KIND To Cyclists
 
Languages Spoken
English
Spanish (Intermediate Proficiency)
Hometown
Atlanta, GA
Passionate About
Travel, Live Music (Viewing/Playing), Hiking/Nature, Social Justice, Foreign Culture
Favorite Animal
Birds (of all feathers)