Team
Kyle R. Tatro
President | CEO | Wealth Advisor
+1 408-209-8969
kyle@thinkfinancialwealth.com
As Founder of Think Financial, a wealth management company; Kyle specializes on financial planning, asset management and insurance services for Business Owners and Executives, most notably, focuses on wineries in the Napa and St. Helena areas.
Before devoting his work fulltime to Think Financial, Kyle served as a financial advisor for Northwestern Mutual and Morgan Stanley. He trained bicoastally on the East Coast and West Coast, and now resides in beautiful Scottsdale, Arizona. Kyle flies nationwide to meet and consult with clients about their finances, and help each client with achieving their best individualized financial strategy.
Kyle is a husband and father to his wonderful wife, Nicole and four amazing children, Livia, Tucker, Vayda, and Capri. He spends his nonwork hours swimming, cooking and fine-tuning his classic corvette collection.
Jeremy Lordge
Chief Operations Officer | Financial Paraplanner
+1 408 206-0047
jeremy@thinkfinancialwealth.com
Jeremy is a dedicated Financial Paraplanner who helps clients evaluate their current financial picture and create personalized roadmaps to maintain their lifestyle and achieve long-term goals.
In addition to his planning responsibilities, Jeremy serves as Chief Operating Officer of our practice, where he oversees daily operations. His dual role allows him to bridge front-end client service with back-end efficiency—ensuring the firm operates smoothly, remains compliant, and consistently delivers exceptional value.
Jeremy is passionate about making financial planning more efficient, personalized, and client-centered—leveraging thoughtful paraplanning support and intentional operational leadership to elevate the client experience.
Outside of work, Jeremy enjoys staying active through regular workouts, exploring unique restaurants, and traveling the globe to experience world-class music festivals.
Tauna Morgan
Risk Specialist
+1 702-589-1789
tauna@thinkfinancialwealth.com
As a licensed Life & Health Insurance Broker, I have been proudly serving individuals and families since 2022. I work independently with multiple top-rated insurance carriers to provide the best solutions for each unique situation. I'm currently licensed in 12 states, specializing in helping people protect what matters, through life insurance, living benefits, or retirement strategies.
My approach is personal, pressure-free, and always focused on education and trust.