About Tesserae Modern Wealth: Meaningful, Personal planning

bringing you meaningful, personal planning

The foundation for Tesserae Modern Wealth is built on a simple goal: making financial planning feel more approachable, personal, and grounded in real life. We love helping people connect their goals and resources to a thoughtful plan that brings clarity and confidence for the future, especially busy professionals and families similar to my own.

Tasha has also found a deep passion for working with women, both experiencing personally and seeing firsthand the resilience and responsibility women often carry when it comes to financial decisions. In a profession where only about 20% of financial planners are women, it feels especially meaningful to create a space where women feel comfortable, understood, and empowered.

We invite you to discover and experience the power of our services, which we believe have far-reaching benefits for clients.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur, keeping you on track toward a meaningful and purpose-driven financial future.

Independence and Collaboration

Tesserae Modern Wealth is an independent practice, which means advice is driven by your goals — not proprietary products or sales quotas.

At the same time, we have chosen to affiliate with LPL Financial, the largest independent broker/dealer in the nation*, to provide the infrastructure, technology, research, and resources that support high-quality client service.

This structure allows us to:

•Maintain independence in planning and recommendations
•Offer flexibility in investment strategies
•Operate within a robust compliance, custodial, and reporting framework

Independence provides customization. Partnership provides collaboration. Together, they form a stronger whole.

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.

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