Chris Tasik, CFP®
Founder
Mr. Tasik is the founder of Tasik Financial Strategies, a CERTIFIED FINANCIAL PLANNER™ professional, Series 62 (Corporate Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment...
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Rachael Weide
Client Service Associate
With over 10 years of experience as a dedicated Client Service Associate, I excel at building and maintaining strong relationships with clients. My proactive approach ensures clear communication between clients and the service team,...
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Raymond Gettins
Director for United Advisor Group
Ray is a graduate of Miami University with 30 plus years of experience in the Financial Services field. Beginning his career working with individuals and small businesses, he migrated to the investment firm side of Financial Services...
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