Tara-Lynn Byron, CEA
Financial Advisor
Tara-Lynn and her Team have collectively over ninety years in the financial services industry. Tara-Lynn prides herself on putting the needs of her clients first, and helping them simplify and clarify...
Read more Leanne Malley
Licensed Assistant
Leanne has been with Investment Planning Counsel since 2010. She plays a key role in helping the clients of CommonWealth Partners. Leanne ensures that client action items are followed up on in a timel...
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Licensed Assistant
Marcie has worked in the financial services industry since 2004, and with Investment Planning Counsel since 2009. She ensures that all documentation is prepared and processed in an accurate and timely...
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Licensed Assistant
Maria has been an employee of Investment Planning Counsel for several years and has a wealth of experience with our systems and processes. Maria is the friendly voice that answers your phone calls, an...
Read more Amber Frausell
Administrative Assistant
Amber has been with Investment Planning Counsel since March of 2021. She plays a key role in helping the clients of CommonWealth Partners. Amber ensures that client action items are followed up on in ...
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