Tabitha Tiefermann is a CFP® professional with four years of industry experience, currently serving at Coats Financial Planning in Louisville, KY. Her work history includes positions at Coats Financial Planning, Belle Trace Financial Planning, E/Financial Alliance, and Western Kentucky University Center for Financial Success. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses, including high-net-worth households. The firm uses a retainer model based on client complexity and emphasizes a long-term, buy-and-hold investment strategy with core holdings in no-load mutual funds and passive index ETFs.

Emily Beilman is a CFP® at Coats Financial Planning in Louisville, KY, with three years of industry experience. Her career includes roles at Belle Trace Financial Planning and Plancorp, LLC. Coats Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, and small businesses, using a retainer fee model and emphasizing asset allocation with a long-term, buy-and-hold investment approach.

Anna Coats is a financial advisor with Coats Financial Planning in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. She has worked at Coats Financial Planning since 2014 and is also the owner and principal of Via Lata, LLC, a small supply chain operations and compliance consulting firm. Additionally, she serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association in an unpaid capacity. Coats Financial Planning is a fee-only firm that provides financial planning and investment management to individuals, trusts, estates, and small businesses. The firm emphasizes a long-term, buy-and-hold investment approach with an asset allocation focus and serves both typical individual clients and high-net-worth households.

Stuart Coats is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been with Coats Financial Planning since 2000. The firm provides fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses. Coats Financial Planning serves both typical individual clients and high-net-worth households, employing a retainer-based fee model and an investment approach focused on asset allocation and long-term, buy-and-hold strategies using no-load mutual funds and passive index ETFs.

Teresa Christensen is a CFP® professional with 15 years of industry experience. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Christensen works from Dunnellon, FL, and meets with clients in Kentucky quarterly. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses. The firm employs a retainer model focused on asset allocation and long-term, buy-and-hold strategies with core holdings in no-load mutual funds and ETFs.