Tasha Bey is a Retirement Asset Optimizer and Estate Planning Strategist who is amazingly talented within the financial services industry. With over 28 years of combined experience in real estate financing and business, Tasha brings a fresh and new perspective to financial planning that not only provides an edge to her clients, but to the agents within her agency as well. As a former mortgage underwriter, she approved millions of dollars daily to be distributed to prospective homeowners and business owners seeking financing. This experience has allowed her to master various aspects of complex financial analysis and create solutions that are customized and unique for all types of financial situations and circumstances. Her mission is to pay it forward by delivering financial education and financial planning services that increase financial literacy.
Tasha and the love of her life Omar, have 5 children. Together, their family shares dreams that are larger than life and aim to become a blessing to disadvantaged and underserved children. Tasha is also the secretary of a local non-profit organization that sponsors youth sports, character building, and tutoring. She ultimately desires to provide resources such as access to REAL FINANCIAL INFORMATION and EDUCATIONAL EXPERIENCES FOR ALL that will increase potential for creating success and reaching personal goals, no matter where someone may be starting. Her vision includes providing aid, housing, financial support, and most of all LOVE to children of parents who were affected by the drugs and opioid crisis that devastated our country. By working closely with these children, she hopes to be effective in causing a wave of positive change that will strengthen future generations to come.
