Your True Wealth Stewards team
Our experienced team believes in delivering high-quality service tailored to our client's individual needs
Doug Rotman, CFP®, CKA®
Founder, CEO, and Financial Planner
Doug Rotman takes a comprehensive approach getting to know his clients so he can deliver advice tailored to their specific needs.
Barbara Braswell
Chief Task Finisher
barbara@truewealthstewards.com
Barbara keeps things running with a smile and a dose of southern hospitality!
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