Breaking It Down To Build Yourself Up!

October 24, 2023
Breaking It Down

Tana Gildea provides helpful tips for women who are suddenly single and need to get their finances and financial documents in order.

For more information reach out to your client service team or call 404.264.1400.

Watch here: https://youtu.be/4GoftCBptZU?si=wW0xnOnhEHZnT33T

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Tana Gildea, CFP®, CPA, CCFS

Principal

Tana Gildea is a Principal who began her career as a financial advisor with a phone call out of the blue in 2005. At the time, she didn’t even know what a financial planner was but quickly realized that she had found her “next chapter” in life after staying at home with four young children and serving in various PTA, Girl Scout, and booster club leadership roles.

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