A CERTIFIED FINANCIAL PLANNER professional, and holding a series 6 securities license, Tana Moschetti is also licensed to sell insurance. As an enrolled agent, she can represent her clients before the IRS, effectively keeping that beast at bay.
This unique overlapping of professional designations and disciplines makes Tana especially qualified to assist clients with intriguing solutions to their financial concerns. Raised in the Midwest, Tana’s approachable personality puts clients at ease while she deftly makes the complex seem simple. A major advocate of “using the same dollar twice where possible,” Tana helps clients position assets in order to best take advantage of current tax law.