2100 East Cary Street,
We’re honored you are here. Our priority is helping you take care of yourself and the people or things that mean the most to you. As we learn more about your personal situation, identify your dreams or goals, and understand your tolerance for risk we will carefully craft customized strategies for you – nothing cookie cutter or one size fits all at our firm. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our structure is simple. We are a team of professionals here to support you on your journey. With the support of the largest independent firm in the country, and our team approach, we blend our over 100 years’ of combined experience with the technical skills required to help you work towards your goals. We each bring a unique skill set, and look at your situation through different lenses. Read more about our individual accomplishments below.
Client Service Associate
Judy brings almost three decades of experience within the financial industry and is the foundation of service for our team. Judy is responsible for managing the day-to-day administration of client households and is generally...
Vice President | Financial Advisor
Meet Sean, your partner in all things financial planning. As a Financial Advisor and the co-founder of Applewhite Tyll Retirement Planners, Sean is fanatical about helping his clients pursue their financial and...
Senior Vice President | Financial Advisor
Tracy co-founded Applewhite Tyll Retirement Planners Powered by LPL Financial in 2021 after having worked at Wells Fargo Advisor for 34 years. She is an accomplished financial advisor, wife, mother of two, and a disciple of Christ.