With over thirty years of experience in tax, investing and financial planning, I have had the privilege of assisting my clients with the three great goals in life: educating their children and/or grandchildren, planning a dignified retirement and leaving a legacy to those we love. I have earned the credentials so important in providing individuals and business with sound, financial advice.I graduated from Troy State University in Alabama, summa cum laude, with a double major in accounting and computer science.  I am a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Investment Advisor Representative, and accredited by the American Institute of Certified Public Accountants as a specialist in Personal Financial Planning (PFS).  I have both insurance and securities licenses; and am a Registered Representative with H. D. Vest Investment Services SM, the foremost company offering financial services through trusted, ethical and highly educated tax and financial professionals.To maintain my expertise, I complete over 200 hours a year of continuing education in tax, accounting, and all areas of financial planning including retirement, college funding, estate planning, risk management, investing and eldercare.I am a member of Gloria Dei Lutheran Church, American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, and The Financial Planning Association. Making informed financial decisions with the help of an experienced, qualified, professional is the key to taking control of your financial future.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information.