Financial Planning Resource Library
Financial Planning Resources at Your Fingertips
Make financial planning a breeze. Let us be your resource for all things related to your finances.
With topics ranging from estate planning to education savings to Roth strategies, our team of financial planning experts have developed a variety of resources to help educate you as you elevate your financial plan.
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All resources are not intended to be a specific recommendation and are provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products. All resources have been updated for the year 2022 and are subject to change. Please reach out to an Aldrich Wealth advisor if you have additional questions.
Estate Planning and Charitable Giving
Aldrich Wealth’s Financial Planning Team
Director of Financial Planning
Tawny Ramones, CFP®, CPA
Aldrich Wealth LP
Tawny specializes in developing and implementing comprehensive financial plans that provide clients the best opportunity to achieve their cash flow, investment, insurance, and estate planning goals. Prior to her career in financial planning, she concentrated on strategic tax planning and compliance for high-net-worth individuals. Tawny received a Bachelor of Science degree in business administration with… Read more Tawny Ramones, CFP®, CPA
Tawny's Specialization
- Financial planning
- Wealth management
- High-net-worth individuals
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
Senior Financial Planner
Tom Gilbers, CFP®
Aldrich Wealth LP
Tom joined Aldrich Wealth in 2020. In his capacity as a financial planner, Tom helps clients to create a road map to fulfilling their personal goals. Tom particularly enjoys helping people envision the future they want for themselves and strategizing the many different ways they can get there. Before joining Aldrich Wealth, Tom worked in… Read more Tom Gilbers, CFP®
Tom's Specialization
- Financial planning
- Wealth management
- High-net-worth individuals
- CERTIFIED FINANCIAL PLANNER™
Financial Paraplanner
Travis Schiele
Travis Schiele joined Aldrich Wealth in 2023 as a Financial Paraplanner for the Financial Planning Team. Prior to becoming a full-time staff member, Travis had been an intern with Aldrich Wealth since the summer of 2022, demonstrating his commitment to enhancing his education with real-world experience. In his current role, Travis strives to provide financial literacy… Read more Travis Schiele
Travis's Specialization
- Financial planning
- High net worth individuals
Partner + Lead Advisor
Abbey Rollins, CFP®
Aldrich Wealth LP
Abbey joined Aldrich Wealth in 2007, after spending five years at a traditional brokerage firm. Abbey’s goal was to focus on personal financial planning, which was not a service valued in the brokerage industry. Shortly after joining the firm, Abbey obtained her CERTIFIED FINANCIAL PLANNER™ practitioner designation (CFP®) and greatly expanded the financial planning services… Read more Abbey Rollins, CFP®
Abbey's Specialization
- Hight-net-worth families, business owners, and medical practitioners
- Series 66 security exam
- Certified Financial Planner™
