Total Alignment Wealth Advisors, LLC

Aimee Baehr is a CFP®-credentialed financial advisor with 12 years of industry experience, currently practicing at TA Capital Management, LLC. She has been with Total Alignment Wealth Advisors since 2013. Outside of her advisory role, she owns and operates a home-based administrative services business. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning and employs a range of analysis methods to tailor portfolios to clients’ objectives and risk tolerances.

William Lafferty is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with TA Capital Management, LLC and has previously worked at Total Alignment Wealth Advisors, The Warwick Tavern, and Rowan University. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing various analysis methods and tailoring portfolios to clients’ objectives and risk tolerances.

Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

John Naccarelli is a financial advisor with Total Alignment Wealth Advisors, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is the founder and CEO of Sky Nurses, a medical and non-medical escort and transport company, where he focuses on financial management and business strategy. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services, emphasizing planning and oversight rather than discretionary portfolio management. The firm coordinates with outside portfolio managers and provides clients with written financial plans and prioritized action lists.

Collin Bill is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with TA Capital Management, LLC and has previously worked at Total Alignment Wealth Advisors, LLC and ABS Electrical Contractors. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, using various analysis methods and tailoring portfolios to client objectives and risk tolerances.

Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.