Tax & Retirement Solutions, LLC specializes in developing innovative strategies for our clients, focusing on safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Drew Pelton

Principal and Senior Advisor, ChFC, IAR

Drew Pelton has an extensive background in the financial services industry that started in 1979. His broad and deep understanding of the subject matter is substantiated by his academic background, keeping up with current affairs, his multifaceted client work, and solving client needs in an evolving economic world.


Jim Law

Client Service Manager

 


Karen Pelton

Executive Administrator

 


David Pelton

Client Services


Elena Pelton

Administrative Assistant

 


Jenny Blanchard

Client Services