I've spent most of my working years at Keller Financial Group where we strive to help our clients and their families preserve and grow their wealth. With integrity and honesty, we will help individuals and businesses plan and work towards the goal of a secure future through sound financial analysis and by providing products and services that help them pursue their goals.Specialties: taxes, financial preservation strategies financial planning, investment services, retirement planning, estate planning, comprehensive financial plan & analysis, debt management strategies, tax reduction strategies, succession planning, business transition planning, college planning, individual income tax preparation, LLC/Partnership/Corporations income tax preparation, business accounting & compilation, web-based accounting.Vista Wealth Management and LPL Financial do not provide tax advice or services.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit http://www.vistawealthllc.com