As a comprehensive planner, I am constantly exposed to innovative ideas, business ventures, and opportunities for new and existing markets. It is imperative that we accurately identify positive, secure, and customized solutions for the growth of our client assets as well as the continued success of our family-owned business. Each financial decision has a corresponding tax consequence, and we are uniquely positioned to understand what will best fit each client's financial situation. Because of this exposure, I consider it my responsibility to help clients in nearly every aspect of their lives. From general planning to major life changes, a trusted advisor can make an enormous difference in the continued re-visioning and achievement of your personal and professional aspirations. Come see how we can help you!Specialties: Wealth ManagementTax Planning and PreparationTrust, Will and Estate AdvisingInsurance PlanningEducational PlanningSpecial Needs Legacy PlanningBoard Management and LeadershipFundraising for Non-ProfitsSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated Insurance Agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.