I’m a financial advisor at DBHW Wealth Partners. I’ve been a member of the team since 2009 and handled all the firm's investment operations, opening new accounts, routing investment paperwork, and addressing clients' needs on a daily basis before transitioning from operations into an advisor role.Additionally, I work closely with our team of professionals and individual clients to develop their financial plans. I enjoy managing the many aspects of the firm and helping clients understand the process and advantages of a tax-smart financial strategy.I hold securities licenses 7, 63, and 66 through my affiliation with broker dealer Avantax Wealth Management, as well as life, accident, and health insurance licenses. I’m a lifelong resident of Bellville, and enjoy cooking, reading, and spending time with my family.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.