Rolf Trautsch is a CFP® professional with over 42 years of experience in the financial services industry. He has been with C & T Financial Services Group, Inc. since 2003 and also maintains a longstanding role at OSAIC. Outside of his advisory work, he owns and operates DARO Enterprises, a sole proprietorship focused on property management. C & T Financial Services Group provides financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, charities, and business entities. The firm emphasizes written investment policy planning and ongoing financial counseling, employing a long-term, diversified investment approach without discretionary portfolio management.

Tara Trautsch is a CFP® professional with 19 years of experience in financial advisory services. She is the president of C & T Financial Services Group, Inc. and has previously worked with NWF Advisory Services and Whjr Associates. In addition to her advisory role, she serves on the boards of Monterey Credit Union and the Elkhorn Slough Foundation. C & T Financial Services Group offers financial planning and personal advisory services to a range of clients including individuals, high-net-worth clients, pension plans, estates, charities, and business entities. The firm focuses on developing written Investment Policy Statements and recommending long-term, mutual fund-based strategies, while generally avoiding short-term trading and discretionary asset management.