Team

We provide you with a team to collaborate with on your journey. Each member offers specialized knowledge to assist you in all phases of your life.

Deanna LaRue

Deanna LaRue CFP®

Founder & President

larue@twfwealth.com

Kate Moseley

Kate Moseley FPQP™

Financial Advisor

kate@twfwealth.com

Matthew Atwood

Matthew Atwood CFP®

Financial Advisor

matt@twfwealth.com

Jay Donovan

Jay Donovan

Tax Strategist

jay@twfwealth.com

Sheri Shearer

Sheri Shearer

Client Relations Manager

sheri@twfwealth.com

Charles Gordon

Charles Gordon

Client Operations Manager

charles@twfwealth.com

Jim Donovan

Jim Donovan

Chief Financial Officer

Keimani Woods

Keimani Woods

Communications Manager

woods@twfwealth.com

Alan Piehl

Alan Piehl CPA

alan@twfwealth.com

Caroline Piehl

Caroline Piehl

Financial Advisor

caroline@twfwealth.com

Sarah Rentschler

Sarah Rentschler CFS®, NSSA®

Tax Specialist & Financial Advisor

sarah@twfwealth.com