From breakouts and panels to keynoting your main stage, Wyatt enjoys speaking to groups of all sizes both in person and virtually on a variety of financial topics, such as financial strategies, asset protection, infinite banking, and retirement planning. We've had the pleasure of speaking with colleges, non-profit organizations, and private groups. If you would like to request for us to speak at your next event or be notified when our next event is scheduled , please reach out.
CA Insurance License #4306395 | AR Insurance License #7991307
With over two decades of consulting experience in the financial services industry, Wyatt remains focused on one overarching goal: empowering his clients with key tools and strategies that promote positive financial behavior.
Wyatt built a highly successful practice around his core belief that everyone should have access to the education, tools, and guidance that empower them to create and preserve wealth. Wyatt built upon his life experiences, including living in 11 different states as a former military brat, to create a dream career helping others, and for that he feels immensely blessed.
For more than 20 years, Wyatt has helped countless individuals excel financially. He understands that everyone is unique, with different circumstances and financial goals, therefore taking a custom consultative approach to financial advising. This includes building tax-efficient, tailored portfolios using a full-range of insurance and investment products to provide peace of mind and financial security. Wyatt’s genuine concern for each client's best interests and long-term legacy goals has enabled him to grow his reputation for achieving results and success in a trustworthy manner. His methods are always individualized, never institutionalized.
As a financial advisor, Wyatt acts as a fiduciary. Simply put, he has a fundamental, obligatory responsibility to put the client’s needs first in all areas of financial planning. He is motivated not by how many assets we manage, but how many lives we improve.
Wyatt works tirelessly to earn the loyalty and trust of his clients, many of whom enjoy his passion and commitment to client success, as well as the exceptional financial results. Maintaining consistent client satisfaction has facilitated continued practice growth via word of mouth and hundreds of referrals over the years.
Arnetria Coleman is the glue that binds A Tailored Method together.
As Chief Operations Officer, Arnetria uses her interpersonal skills and vast business experience to manage all divisions of A Tailored Method, Inc. She provides training and support to our sales and administrative staff with a concentration on marketing techniques.
With more than 15 years in the sales industry, her ability to facilitate change, combined with her passion to make a difference have shaped Arnetria’s effective multi-faceted approach to the financial services sector.
Arnetria wears many hats including promoting our company’s services, managing the underwriting and services process for clients, and supervising all administrative operations within the company.
Additionally, she is responsible for maintaining an online presence through website and social media updates, as well as planning and executing public and virtual seminars and speaking engagements.
Arnetria dedicates herself to providing excellent client service and takes pride in knowing that her efforts can help make our clients’ financial lives much easier.
Her mantra is OUR EXPECTATION IS TO EXCEED YOURS.
Arnetria and her team pledge to provide exceptional personal service so clients may maximize their most valuable resource: time. Arnetria spends her days “making it happen” for clients, creating unique and memorable experiences of the highest quality and assisting clients with all of the operational needs pertaining to their financial world. Her analytical skills and attention to detail have proven to be important drivers of our firm’s success.
Arnetria currently holds a bachelor’s degree in Professional Sales and marketing from Baylor University. When she is not working, she enjoys traveling the world with her husband.
CA Insurance License #4044408
Renata is a seasoned financial services representative specializing in guiding individuals and business owners on their journey towards wealth accumulation and preservation. With over fifteen years of experience in the Insurance and Financial Services industry, she has successfully helped clients protect their assets and achieve financial independence.
Renata understands that everyone's financial situation is unique, and she is dedicated to providing personalized and practical advice to address her clients' specific needs and goals. By educating clients about the various aspects of financial planning, she strives to alleviate any stress or uncertainty related to money matters. Together, Renata and her clients develop sound strategies that provide financial security and peace of mind.
With a deep understanding of wealth management intricacies, Renata offers comprehensive solutions that empower her clients to build and safeguard their wealth effectively. Whether her clients are ambitious entrepreneurs seeking asset growth or seasoned executives preparing for retirement, Renata is committed to helping them achieve financial success.
Renata stays at the forefront of the ever-evolving financial landscape, leveraging her extensive knowledge to provide up-to-date and relevant advice. By building strong and lasting partnerships with her clients, she prioritizes their financial well-being in every aspect of their collaboration.
Outside of work, Renata enjoys exercising, cooking, and spending time with her loved ones. She is passionate about connecting with people and understanding their unique financial aspirations.
If you are ready to take control of your financial future, Renata is here to serve as your trusted partner on your journey to financial prosperity. Together, you can craft a customized roadmap that aligns with your goals and empowers you to achieve long-term financial success.
Roni Talley is a respected Financial Services Professional known as The Exit Strategist, specializing in guiding C-Suite Executives through successful transitions to Retirement, Entrepreneurship, or new corporate endeavors. In addition to her strategic prowess, Roni is a multi-talented individual, acclaimed as a Bestselling Author, Actress, Film Producer, and inspiring Speaker dedicated to uplifting others and helping them realize their full potential in life.
Combining her financial expertise with her creative pursuits, Roni offers a unique perspective and a comprehensive approach to personal and professional development. Whether you're seeking professional guidance, creative insight, or a captivating speaker for your event, Roni Talley is well-equipped to support you on your journey to success and fulfillment.
To connect with Roni and discover how she can assist you in achieving your goals, contact her at (770) 685-5532.
As a valued staff member with more than a decade of managerial experience working at one of the largest privately held companies in the U.S., Darmecia Townsend brings a wealth of knowledge and experience in business administration and support. She specializes in team development, providing excellent customer service and project management, while maintaining effective working relationships between departments and partners. Additionally, she gathers and analyzes data to improve the department's results and customer relationships, while creating and maintaining processes necessary to further improve departmental metrics.
Darmecia currently manages the scheduling and service processes, as well as directing the client relations division. As a part of the team, her focus is to maximize and maintain customer satisfaction, ensuring all clients’ needs are met, and guiding new clients through the onboarding process. She strives to provide outstanding customer service, ensuring attention to detail and thorough answers in a timely fashion. She also leverages her exceptional organizational skills to manage client projects efficiently.
For A Tailored Method, Darmecia coordinates the scheduling of portfolio review appointments, provides administrative support to the firm, and implements all administrative activities associated with our practice. She works closely with the team to ensure the highest level of client service and office administration. Her willingness to help others and her positive mentality make her a wonderful addition to our team!
She has a passion for self-development and making a difference in people’s lives. Darmecia currently holds a Bachelor’s degree with a double major in Psychology and Family Studies from Central Michigan University, and a Master’s degree in Management and Leadership from Webster University. She loves to continually pursue new learning opportunities and looks forward to obtaining her Insurance Certifications in the future to enhance her ability to assist clients' needs more effectively and efficiently.
Meet Braylen, our pint-sized superhero with five years of experience in being totally awesome! He’s not just any kid—he’s our Chief Happiness Officer (CHO) and a financial guru in the making!
Need to celebrate a win? Braylen’s ready with a high-five! Feeling sleepy in a meeting? BAM! He’ll swoop in with fruit snacks and a hilarious knock-knock joke (he’s been perfecting them!).
But don’t be fooled by the jokes—this kid’s got serious math skills and can give any calculator a run for its money. Seriously, quiz him! Braylen’s all about surprise dance breaks, keeping everyone on their toes and boosting team morale.
When he's not crunching numbers, you'll catch him cruising on his scooter, mastering every sport in sight, or hanging out with his awesome big brother, Brandon. Wherever Braylen goes, fun and good vibes are never far behind!