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Tabitha T
CFP®, Series 65
Louisville, KY
Belle Trace Financial Planning
Tabitha Tiefermann is a CFP® with four years of industry experience, currently with Belle Trace Financial Planning in Louisville, KY. She previously worked at Coats Financial Planning, Inc. and E/Financial Alliance. Belle Trace LLC is a fee-only financial planning and investment management firm serving individuals, trusts, estates, and small businesses. The firm offers comprehensive financial planning alongside portfolio management using a long-term buy-and-hold approach focused on no-load mutual funds and passive ETFs, operating on a fixed-fee retainer basis.
Emily B
CFP®
Louisville, KY
Belle Trace Financial Planning
Emily Beilman is a Certified Financial Planner™ at Belle Trace Financial Planning with three years of industry experience. She has previously worked at Coats Financial Planning, Inc. and Plancorp, LLC. Belle Trace LLC is a state-registered, fee-only financial planning and investment management firm serving individuals, trusts, estates, and small businesses. The firm offers comprehensive financial planning alongside investment advice, using a long-term buy-and-hold approach with no-load mutual funds and passive ETFs, operating strictly on a fee-only basis.
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