Broker Check

Meet the Founder

Tasha M. Williams, CFP®, MSFS

Founder & Wealth Management Advisor

(443) 717-2445

tasha@tesseraemodernwealth.com

I grew up in Arlington, Virginia as the youngest of three sisters. Early lessons, diverse experiences, and small moments shaped my values and outlook.

After graduating from the University of Maryland – College Park, I began my professional career in minor league baseball before entering financial services in 2003. Each experience became a tessera — a building block of knowledge, perspective, discipline, and appreciation for collaboration. In 2025, I launched Tesserae Modern Wealth, built on the belief that when the right pieces align, a clearer financial picture emerges.

My husband and I moved to Baltimore City in 2004, where we’re raising two children who attend local public schools — one at Baltimore School for the Arts and the other at Baltimore Polytechnic Institute. I coach youth softball, serve on the board of our local recreation league, volunteer at the schools, and stay closely connected to our community.

At work, I help clients bring the many pieces of their financial lives into a cohesive plan. The most meaningful part of what I get to do is sharing in their achievements and standing beside them in moments of challenge.

Independence and Collaboration

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, I’ve 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 me 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.

PERSONAL FINANCIAL PLANNING | INVESTMENT MANAGEMENT |
RISK MITIGATION |STRATEGIC TAX PLANNING