Meet The Team
Our Team
Personal Guidance. Collective Expertise.
Financial planning is personal. That's why we've built a team of professionals dedicated to helping individuals, families, business owners, and public employees navigate important financial decisions with clarity and confidence.
At Firenze Wealth Management, we believe every client deserves thoughtful advice tailored to their unique goals and circumstances. No two financial journeys are exactly alike, which is why we take the time to listen, understand what matters most to you, and build strategies designed around your life.
Our collaborative approach allows clients to benefit from the experience and perspectives of an entire team while maintaining a personal relationship with the advisors they know and trust. From retirement planning and investment management to business planning and major life transitions, we're committed to helping you make informed financial decisions every step of the way.
Above all, we believe financial planning should help simplify life, not complicate it. Our goal is to provide guidance, education, and ongoing support so you can focus on what matters most to you and your family.
Carrie Mullins, CFP®
Co-Founder, CEO, Wealth Advisor
Sara Tanner, CFP®
Co-Founder, President, Wealth Advisor
Susan Perry, CDFA®
Community Engagement Consultant | Certified Divorce Financial Analyst®
Steven Mahoney
Support Advisor, Client Care Specialist