Celebrating 5 years in business!
Click the cover to download our 5 Year Review.
Tripp Yates, CPA/PFS, CFP®
Tripp’s passion for financial planning is evident to each and every client he meets with. His desire is to help his clients organize their finances, reduce taxes, and invest wisely. As a fee-only fiduciary advisor, Tripp strives to work in a humble and transparent way.
With extensive experience in financial planning and investment management, Tripp diligently uses his credentials of CPA and CFP® to benefit his clients. Over the last ten years, he has managed over $100 million in assets for individuals and families. In 2017, he founded Eaglestrong Financial, specializing in helping dentists and business owners. Outside of work, Tripp enjoys running, spending time with his family, and cheering on his favorite sports teams. He is an active member of Harvest Church.
Doty Yates, CPA, CFP®
Doty Yates considers it a privilege to help her clients with their finances since it is so deeply personal. She combines her technical knowledge with her creative side to bring a unique perspective to client meetings. She listens to the underlying emotions about money while talking with individuals and couples.
Doty is a CERTIFIED FINANCIAL PLANNER™ professional focused on helping dentists and business owners. Even though she didn’t follow her grandfather and father into a dental career, she is now using her background as a CPA to help dental practice owners with their personal and practice finances. Doty also advises other like-minded business owners, individuals and families with retirement plans and tax planning.
Doty enjoys spending time with her husband and their three girls, being an active member at Harvest Church, and walking their energetic golden retriever.
Eaglestrong Financial, LLC is a Registered Investment Advisor offering advisory services in the states of TN and MS and in other jurisdictions where exempted. The information contained herein is not intended to be used as a guide to investing or tax advice. This material presented is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. Past performance is no guarantee of future results.
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