About Us

Our Story

Inspired by Florence. Built Around Relationships.

Firenze Wealth Management was founded by Carrie Mullins and Sara Tanner after developing a vision for a financial planning firm centered on meaningful relationships, thoughtful guidance, and holistic planning.

Inspired by Florence, Italy, the birthplace of the Renaissance, the name Firenze reflects growth, perspective, and the belief that meaningful progress begins with intention.

Our Team

Meet the Team Behind the Founding Owners

While Carrie and Sara established the vision for Firenze Wealth Management, delivering an exceptional client experience requires a dedicated team working together behind the scenes and alongside our advisors.

From financial planning and client service to operations and strategic support, every member of our team shares a commitment to helping clients feel informed, supported, and confident throughout their financial journey.

Meet the Team

Mission & Values

Guided by Purpose. Supported by Scale.

Our mission is to help clients work toward financial independence through planning. Our focus is to build long-term relationships with our clients by treating them with the care, kindness, and respect we believe everyone deserves.

We aim to accomplish this by being continuously curious about our clients, intentional and analytical in our planning, and optimistic in the face of difficult conditions.

Respect

Treat everyone with care, kindness, respect, and thoughtfulness.

Integrity

Dedicated to maintaining integrity in all situations.

Loyalty

Embrace our team culture and focus on loyalty to our clients and each other.

Supported by LPL Financial

As independent financial advisors affiliated with LPL Financial, Firenze Wealth Management maintains the flexibility to provide personalized guidance while benefiting from the resources, technology, research, and operational support of an established industry leader.