Gregory S. Tarr, ChFC
LPL Financial Advisor
Greg Tarr is a centering force in creating effective investment and planning strategies for his clients. He also excels at providing direction to his clients through strategic partnering of strong professional relationships in estate planning. Read More.
Taylor Brynaert, CFP®
LPL Financial Advisor
Taylor Brynaert has been with Tarr Financial for over seven years with deep, lifelong ties to the Romeo Community. He is a Certified Financial Planner, licensed with his Series 7, 24, and 66 Registrations, and is also licensed… Read More.
Kathy Cook
LPL Financial Advisor
With 12 years of experience in the financial industry, I began my career as an administrator and steadily worked my way up to becoming a Trusted Financial Advisor. That journey has given me a deep understanding of both the operational and personal sides of financial planning, allowing me to guide clients with knowledge, care, and a real-world perspective. Read More.
Based Out of our Armada Office
Doris Morgan, FPQP
LPL Financial Advisor
Doris has been a valued member of the Tarr Financial team for six years and is fully licensed to provide comprehensive financial planning and investment services. She holds licenses in Life, Accident, and Health Insurance, along with her Series 7 and Series 66 licenses, and has earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation. Read More.
Based out of our ROmeo Office
Sarah Armstrong
LPL Financial Advisor
Sarah has been in the financial services industry for over 3 years and holds her Series 6 and 63 registrations with LPL Financial along with Variable Life and Annuity license. She is passionate about helping people and building strong relationships with clients. Sarah is based out of our Marysville office and outside of work she enjoys spending time with her fiancé and two children, playing volleyball and attending the many activities and sporting events for her children.
Based out of our Marysville Office
Matt Rizor
LPL Financial Advisor
Matt Rizor brings nearly 27 years of professional experience from General Motors, where he built a distinguished career before accepting a buyout opportunity to pursue his long-held goal of becoming a financial advisor. Today, Matt proudly serves as an LPL Financial Advisor with Tarr Financial, where he is committed to helping individuals and families pursue clarity, confidence, and purpose in their financial lives. Read More.
Based out of our ROMEO Office
Pete Millar
LPL Wealth Operations Manager
Peter “Pete” Millar is a lifelong Wolverines fan and University of Michigan graduate, completing his degree in Business Administration with a minor in ethics. Pete has been with in the financial services industry for over four years and holds his Series 7, 63, and 65 Registrations, Life, Accident and Health Insurance license, and Variable Life and Annuity license. Read More.
Based out of our Romeo Office
Holly Shaw, FPQP
Client Relationship Manager
Holly was born and raised in Romeo and has been a cornerstone of the Tarr Financial team for over 13 years. She is professionally licensed in Life, Accident, and Health insurance and has furthered her expertise by earning the Financial Planning Qualified Professional (FPQP™) designation. Read More.
Based out of our Romeo Office
Jim Edelmann, CFA
Wealth Strategist
Jim Edelmann recently joined Tarr Financial as an in-house wealth strategist offering a deeper analysis of more complicated client situations and keeping the rest of the team up to date on industry leading strategies and education. Jim graduated from Walsh College with a master’s degree in finance prior to earning his CFA in 1997 and is brining over 25 years of industry experience from numerous positions. In his spare time, Jim enjoys spending time with his wife and daughter hiking trails with their dog, visiting parks, and cheering on Michigan sports teams with family and friends. Jim also has a keen interest in the ancient military history of Rome and Greece and collecting coins and books from that era.
Drew Carpenter
Administrative Assistant
Drew Carpenter joined Tarr Financial in 2025 and works between the Romeo and Armada offices as an administrative assistant, while pursuing his career as a financial advisor. He earned his degree in Finance from Northwood University in 2024, where he was a four-year member of the football program before completing his final collegiate season at Michigan Tech University as a defensive back. Read More.
