Our Story
About Us
Two decades of independent advice, built on relationships that last.
Our People
Meet Our Team.
Client Relations Director
Jill Taylor
Jill is dedicated to ensuring every client feels heard, supported, and informed throughout their financial journey. She brings warmth and professionalism to every interaction.
Senior Financial Advisor
Karen Miller
Karen brings over 20 years of experience in financial planning and wealth management. She is passionate about helping clients navigate life's major milestones with clarity and confidence.
Wealth Strategist
Donna Macri
Donna specializes in comprehensive wealth strategies tailored to each client's unique goals. Her thoughtful approach and deep expertise have earned the trust of families and businesses alike.
Financial Planning Specialist
Erica Mauldin
Erica combines analytical rigor with a genuine care for her clients' futures. She focuses on retirement planning, investment strategy, and long-term financial security.
Financial Advisor
Team Member
Placeholder bio — this team member's full profile and background will be added here. They bring expertise and dedication to every client relationship at The Wise Foundation.
Financial Advisor
Team Member
Placeholder bio — this team member's full profile and background will be added here. They bring expertise and dedication to every client relationship at The Wise Foundation.
Have questions?
We'd love to hear from you.
Whether you're ready to get started or simply want to learn more about how we work, we welcome the conversation. No pressure, no obligation.