Wealth Management
We provide unbiased and independent investment advice that allows our clients to enjoy a successful financial future.
Forward Thinking
We believe in investing for the long term while remaining mindful of short term volatility within a portfolio.
Problem Solvers
Our money managers have the ability to make changes during periods of market fluctuations.
Customer Support
You won’t find any cookie-cutter strategies here. We design our clients’ portfolios with their individual needs and goals in mind.
Why Choose Tacia?
- Going the extra mile is common practice
- Complete independence when choosing money managers
- One size does NOT fit all
- We incorporate risk management in the design of every portfolio
- Ability to make changes during periods of market fluctuation
- Alternative money managers help lower the overall risk of a portfolio
- Investing for the long term but also mindful of short term volatility
Tom Tacia
Independent Investment Advisor
Growing up in Big Rapids, MI, Tom Tacia takes pride in giving back to the Mecosta County community in which he has been a part of for so many years. Owner of Tacia Wealth Management, Tom is an independent investment advisor. He received a B.A. in Economics from the University of Montana and has been in the financial services business since 2004. In addition to helping people manage their assets, Tom also serves on the finance committee for St. Mary School and on the boards of Friends of Ferris, The Shamrock Invitational, and Mecosta County Community Foundation. He currently lives in Big Rapids with his wife Tracie and their two children, Libbie and Torrie.
Tracie Tacia
Marketing Director
Originally from Fraser MI, Tracie graduated from Wayne State University in 1996. With an impressive career history in insurance sales and marketing since 1998, Tracie brings charisma, creativity, and experience as the expert behind the firm’s social media presence, community engagement and outreach. In addition to serving on the St. Mary’s School Marketing Committee Tracie supports community organizations through volunteer work and fundraising initiatives. Wife of Tom Tacia, the Tacia’s have established their home in Big Rapids where they raise their two daughters.
Katelyn Kirchofer
Financial Paraplanner Qualified Professional*
Katelyn began her career in the financial industry in 2012 and soon earned her designation as a Financial Paraplanner Qualified Professional. Her strong organizational and communication skills make her an excellent resource for supporting clients and collaborating with outside vendors.
Known for her ability to learn quickly, Katelyn has taken on a wide range of responsibilities within the office, including client services and new business processing. She takes pride in contributing to the team’s success and values being an integral part of the organization.
Katelyn resides in Big Rapids with her two children, Scarlett Jo and Henry.
Allyse Ward
Associate Financial Professional
Allyse is a Big Rapids native and a licensed Administrative Investment Financial Professional dedicated to delivering exceptional client service. She earned her Bachelor of Arts in Small Business Management and an Associate of Science in Health Information Technology from Ferris State University.
Known for her outgoing personality and passion for helping others, Allyse is deeply committed to providing outstanding client experiences. She takes pride in supporting clients as they work toward and achieve their financial goals.
Allyse resides in Canadian Lakes with her husband, Brady, and their two children, Josephine and Jameson.
Kerry Dukes
Administrative Assistant
(Headshot coming soon)
The newest member of our team. Big Rapids native Kerry (Olson) Dukes is a 2001 graduate of Big Rapids High School. She earned her B.S. in Health Care Administration from Ferris State University and later completed her M.S.
Known for her thoughtful and dependable nature, Kerry values strong relationships and takes pride in serving others with care and integrity. Deeply rooted in the community, she approaches her work with a people‑centered mindset.
Kerry resides in Stanwood with her husband, Zack, and their daughter, Maizie.