“A Great Question Can Make All The Difference” Series: #3 What Is My Ideal Financial Story?

March 12, 2024
Image of Tana Gildea, a principal at Homrich Berg Wealth Management, with text: A great question can make all the difference series #3 - What is my ideal financial story? Company logo and office building background included.

In our third video of this series, Tana Gildea goes through the steps you can take to figure out your ideal financial story.

Watch here: https://youtu.be/JA_Llt1cJtU?si=ofrEiCdrFsrat0xW

A woman with shoulder-length blonde hair smiles warmly. She is wearing a dark blue blouse and a matching beaded necklace. The background shows an out-of-focus cityscape through a large window.

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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