Broker Check

In the Media

Ask an Advisor: How technology is changing advisors' routines in 2026

Ask an Advisor: How technology is changing advisors' routines in 2026


C-Suite Spotlight

C-Suite Spotlight

From the Nashville Business Journal

Ask an Advisor: How technology is changing advisors' routines in 2026

Ask an Advisor: How technology is changing advisors' routines in 2026

Our business is built on a foundation of thoughtful client relationships.

SCORE Connect

SCORE Connect

On this episode of SCORE Connect, host Anna-Vija McClain is joined by Christopher Tasik, Certified Financial Planner Professional with Tasik Financial Strategies, to discuss retirement planning.

Lighten Up!

Lighten Up!

Sometimes the right joke or one-liner can defuse a situation with clients or underscore a selling point. But tread lightly.

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