Skilled Business Consulting Recruiter with extensive knowledge in assisting tax professionals in adding financial services to their established tax practices and developing financial practices through client analysis, financial services integration and transition management. Consults and provides thought leadership in maintaining a competitive practice as a tax and financial services professional. Specialties: Business Development, Transition Management, Affiliation Specialist, Project Management, Full-Life Cycle Recruiting.HD Vest is one of the nation's leading independent broker/dealers supporting more than 4,600 financial advisors nationwide.• Provides comprehensive financial services analysis to independent tax and accounting professionals and financial advisors.• Assists in identifying appropriate licensing for offering financial advice.• Delivers transition management guidance in adding financial services to an existing tax practice.• Facilitates the completion of the affiliation process with a financial services firm.HD Vest Financial Services is the holding company for the group of companies providing financial services under the HD Vest name.Securities offered through HD Vest Investment ServicesSM, Member SIPCAdvisory services offered through HD Vest Advisory ServicesSM6333 State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000