We Help People Picture Prosperity From a Fresh Perspective

Welcome!

ATA Financial was created to provide services aimed at those who are serious about financial success and financial independence. Our goal is to help them reach their highest potential with the confidence that they are doing what’s best for their businesses, farms and their families.

We truly believe people want to be a part of something growing and productive.  Our clients value perseverance, passion, and the importance of life balance.  Good financial planning and good relationships come from collaboration.  ATA Financial’s comprehensive planning process provides a clear vision of how our clients can best fulfill their chief goal of caring for their families, their businesses and themselves.

We’re excited to start a dialogue, learn about you, and help build a plan that allows you to create the life you imagine now, and pass on your estate to the next generation with harmony.

Leadership

The team at ATA Financial Group is here to attend to the needs and expectations of our clients and ask the deep questions that get at any issue to help co-create financial plans that drive action. We do this by employing collaborative and process-driven processes that provide clarity and confidence in our clients.

We are proud to leverage our strengths and optimizing each other’s unique abilities in order to fulfill our client’s goals. Take a moment to meet us. You will find each of us knowledgeable, engaging and meticulous in ensuring each client has exceptional experience.

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AMRIT MAVI

I encourage clients to take a step back and assess what they really want and deserve. Choices we make have consequences.

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Adam Calibaba

I have the deep conversations that link family values with estate preservation.

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Tyler Monteyne

I help families set accurate expectations and build a tangible picture of the road ahead.

The ATA Financial Planning Team

The ATA Financial group maintains a close working relationship with a strong team of industry experts that they have gathered to ensure their clients have access to the full range of support they require.

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Jenn Johns

Securities Specialist

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Chris Koltek

Private Wealth Counselor

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Patrick Uzan

Wealth & Estate Planning Consultant

Ready to Secure Your Financial Future?

At ATA Financial Group, we take pride in our personalized approach to financial planning. Each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them.

Call us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.