About Us

Tarra T. Grazley-Pfister, CFP®, CRPS®        


 President/ Investment Advisor Representative
 

Tarra is a 2010 Level II CFA candidate. “I enrolled in the CFA Program to increase my set of credentials in the global investment management industry.”
 

An investment advisor representative since 1993, Tarra has owned and operated TTG Financial Services, Inc. since 1997.

 
 
Tarra is a graduate of Montana State University-Bozeman where she earned a Bachelor of Science degree in Mathematics.
 
 

 
Securities Registrations:
 
 

 
65 – NASAA Uniform Investment Adviser Law Examination
 
 

 
7 – General Securities Representative
 
 

 
6 – Investment Company Products/Variable Contracts Representative
 
 

63 – Uniform Securities Agent State Law
 
  

 
 
 
 
 
 
Caitlin Peterson, RP®

Client Services Manager

 
 As our Client Services Manager, Caitlin’s goals are to be an excellent resource for clients and to provide great customer service.  She is here to answer questions, provide clients with requested materials, and to help with required paperwork. She successfully completed the Foundations in Financial Planning course at the College for Financial Planning, and she has earned the Registered Paraplanner, RP®, designation.
 
 
Caitlin is a graduate of Montana State University-Bozeman with a degree in English Literature.

 

*Caitlin Peterson is not registered with Royal Alliance Associates.