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Tarsha H

Series 65

Edmond, OK

Triunity Financial Planning, LLC

Tarsha House is a financial advisor at Triunity Financial Planning, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Falcon Financial of Oklahoma, LLC and Devon Energy Corp. Outside of advisory work, she provides bookkeeping services for IMPACT Community Church, Inc. and manages rental property interests through RTCJ Properties, LLC. Triunity Financial Planning, LLC serves individual clients with financial planning and discretionary portfolio management, employing passive, long-term asset allocation strategies based on Modern Portfolio Theory. The firm also offers bookkeeping and financial reporting services for small businesses and nonprofits and conducts informational educational seminars.

General retirement planning College savings (529s, UTMA, etc.)
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