I created The Untaxable Wealth Transformation Process to help people like you discover how to survive multiple threats to your wealth and financial well-being. After listening to your concerns, answering your questions, and exploring your goals, I’ll use my customized process to fine-tune a money blueprint architected around your risk tolerance, financial goals, and relationship to money.  My goal is to craft a finely-tuned plan that will allow you to maximize every penny of your savings and turn your tax liability into wealth.

When you decide to work with me, we will navigate each challenge together and you will attain greater peace of mind. My aim is to make it so you never again have to toss and turn at night, worrying about future tax increases, market risk, or other erosive forces that could destroy your finances. Together, we will create your ultimate Untaxable Lifestyle by maximizing the benefits that can come from your most significant lifetime expense- the taxes you pay.

Alex Huey’s goal is to help maximize clients’ economic opportunities. He believes in helping provide secure opportunities for clients to hold and grow their retirement, rather than taking on unnecessary risks.

Alex has a bachelor’s degree in mathematics from the University of Cincinnati. Additionally, he is insurance licensed in multiple states to work with clients throughout the Midwest. Alex has lived his entire life in Columbus, Ohio, and enjoys spending his free time with family and playing intramural sports.

Lea Ann Durand is the Client Relations Manager for Living Wealthy® Financial Group and has worked with Theresa Kuhn since 2009.

Lea Ann has a B.A. in Journalism from Louisiana State University and earned a certificate in copywriting from the Portfolio Center for Art, Design, and Photography in Atlanta. Before joining Living Wealthy® Financial Group, she worked as an advertising copywriter and fitness instructor.

Originally from New Orleans, Lea Ann lives in Austin, Texas with her husband and three children. She enjoys running, swimming and hiking in the beautiful Texas Hill Country.

Susan Malachowski is the Client Relation’s Assistant for Living Wealthy® Financial Group and joined the staff in November 2010. She grew up and went to school in San Diego, California.

She went on to a successful career as a Contract Administrator for two major construction companies. Duties included all administrative aspects of Contract Administration as well as insurance for several multi-million dollar construction projects.

When she’s not working, Susan loves to cook, read and go for long walks. She currently lives in Austin, TX with her husband and two children.