Emily Rassam is a CFP® professional with 18 years of experience in the financial services industry. She is a Partner and Senior Financial Planner at Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer Investment Management helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… 💬 Should I exercise my stock options now, or wait—and how do taxes impact that decision? 💬 How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? 💬 When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… 💬 Are we actually ready to retire, or should we work a few more years? 💬 When should we start Social Security so we optimize our lifetime benefits? 💬 Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more. Learn more about our firm at: https://archerim.com/

Richard is the owner and president of Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… - Should I exercise my stock options now, or wait—and how do taxes impact that decision? - How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? - When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… - Are we actually ready to retire, or should we work a few more years? - When should we start Social Security so we optimize our lifetime benefits? - Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more.

Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.