- I need someone to manage my investments for me: Maybe you want your investments to be professionally managed. Many clients are overwhelmed and don’t want the hassle of managing their investments independently. This option allows you to work with professional money managers and income products.
- I need a plan and someone to coach me throughout the year: Maybe you need a plan and want to work with an advisor in a coaching capacity. You don’t want to have this experience tied to how much money you have. This is an excellent option for somebody that wants planning and ongoing advice throughout the year.
- I need a plan that I can execute myself: Maybe you are comfortable managing your assets, but you need a financial plan to show you your gaps to reach your goals. MYRFA can develop a customized financial plan for you to get started taking control of your financial journey.
Alex Petrovich,CFP®
Head of MyRemoteFA®
(615) 383-0519
Alex serves as Head of MyRemoteFA®. He works with individuals and families to understand their unique needs regarding retirement planning, investment asset allocation, college savings, and insurance. Alex's diverse...
Brian Duerson
Associate Planner
(615) 383-0519
Garrett Smith
Associate Planner
(615) 383-0519
Garrett has a background working with clients in an advisor's office and with advisors in a corporate office. He came to MyRemoteFA when he realized his passion was more about helping clients achieve their financial goals. Garrett...
Melissa Wiggins
Director of Client Experience
(615) 383-0519
Melissa started her career with Innovative Financial Group in 2014. As the Director of Client Experience, Melissa is responsible for ensuring clients of MyRemoteFA® receive the highest level of support and service that they...
Sean Bove, CFP®
Head of MyRemoteFA® Private Client
(615) 383-0519
Sean serves as VP, Wealth Management of MyRemoteFA® and works with individuals and families to understand their unique needs regarding retirement planning, asset allocation, college savings and accumulation goals. He has...
Tyler Howard, CFP®, MBA
Financial Planner
(615) 383-0519
Tyler serves as a Financial Planner at MyRemoteFA® and works with clients and their families to discover their goals and financial priorities. He completed his undergraduate degree at the University of Alabama and has worked in...
Client Centered
We work with you to create a plan that helps you meet your needs and goals. Whether you need help investing, protecting, or preserving your assets, our team of experts will provide personalized service and guidance.
At MyRemoteFA, we are committed to providing the best services for you. We have a team of professionals with years of experience in financial services which can help you meet your needs today and for many years.