About Us

Our Core Values

Transparency

We ensure clarity and trust by maintaining complete openness in all financial dealings and communications.

Empowerment

We provide the tools, resources, and guidance clients and advisors need to take full control of their financial futures.

Family

We foster a supportive, family-like culture for clients and team members, building connections that last a lifetime.

Education

We ensure everyone has access to actionable knowledge and insights to make informed financial decisions with confidence.

Legacy

We help clients and advisors build meaningful legacies that create lasting impacts for future generations to come.

Meet Tish

Tish Cook provides life-changing strategies and long-term planning for individuals, families, and businesses to foster sustainable growth and tax efficiency. Her holistic approach ensures your money works harder, protects against loss, and maximizes potential. As a wife, mother, and licensed financial professional, Tish is passionate about empowering others through financial literacy and well-being.

Meet Christina

Christina Carlisle is a Financial Strategist with 7+ years of experience specializing in retirement income solutions and Indexed Universal Life (IUL) strategies. Her passion for financial consulting grew from her own journey and a desire to help others take greater control of their financial futures. Today, Christina works with individuals, families, and business owners to simplify complex financial concepts and develop strategies focused on building and protecting wealth, creating sustainable retirement income, and preserving lasting legacies. Her education-first approach empowers clients to understand their options and make confident, informed financial decisions.

Meet Rich

Rich O’Leary is a retirement planning strategist and Certified IUL Specialist with a background in wealth management, investment research, and portfolio management, including experience at Goldman Sachs, Precept Capital Management, and Lacuna Capital LLC. Today, he helps individuals and families build retirement strategies focused on growth, protection, income, tax diversification, liquidity, and legacy planning. Rich earned an MBA in Finance from NYU’s Stern School of Business and graduated magna cum laude from Bowdoin College with a bachelor’s degree in economics. He is based in Boulder, Colorado.

Our Commitment

At Talk Money with Tish, our commitment goes beyond financial strategies — it’s about helping you achieve peace of mind, build confidence in your decisions, and secure a future you can be proud of.

We’re dedicated to empowering you with tools, resources, and personalized guidance to navigate life’s financial milestones. From creating tailored income strategies and maximizing tax efficiency to planning for retirement and protecting your legacy, we stand by your side every step of the way.

Here’s what you can expect when you work with us:

Transparency You Can Trust

We provide honest, straightforward advice so you can make informed decisions with clarity and confidence.

A Holistic Approach

Whether you’re building your foundation, growing your wealth, or securing your family’s future, we take a comprehensive view of your unique goals.

Customized Solutions

From retirement planning to life insurance, long-term care, and investment management, we craft strategies tailored to your needs.

A Partner Who Cares

Your success is our priority. We take the time to understand your challenges, celebrate your victories, and ensure your goals remain at the heart of everything we do.

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