Tarina & Robert

Monday, February 11, 2019
Video
Business Owners

When Tarina and Robert got married over 22 years ago, they wanted a fresh start to look at their finances as a couple. More specifically, they wanted professional advice from someone who could take charge of their finances. After meeting with Assante advisors Earl Kaplin and Jeremy Hampson, they knew they found a team who could bring it all together with a full-service offering that incorporated their life goals beyond investments for true stability.

Tarina and Robert have benefited from Assante’s approach to wealth management many times over the years, through job loss, health scares and shifts in their household dynamics when they decided Tarina would become the main income earner with her own business. Despite being nervous at the start, Earl and Jeremy took the time to make sure she understood the details of their financial plan, helped her navigate the intricacies of starting a business and gave her the confidence she needed to succeed; Tarina is now the head of two growing companies. As each of their three adult children are brought into the financial picture, Tarina and Robert are grateful for the work Earl, Jeremy and the rest of the Assante team have done to figure out the puzzle of their life.

Why We're Here

Feb 11, 2019
Video
Retirement

Roger and Lori faced a major life decision that would impact their whole retirement. Their Assante advisor helped them see their dreams come true. Learn more about Roger and Lori’s story.

Feb 11, 2019
Video
Major Life Transition

Melanie had no idea how important her relationship with her Assante advisor would become, until she needed more than financial advice. Learn more about Melanie’s story.

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