As an experienced CPA and Financial Advisor who works closely with clients to plan the best path forward to accomplish their financial goals, I help clients make financial decisions throughout every stage of their lives.Working with successful professionals, business owners and high net worth individuals, I help them to understand their challenges in succession, estate, investment, insurance and retirement planning and create strategies that align and accomplish their personal and professional goals.I came to the field of wealth management from a CPA perspective, and I get a tremendous amount of professional satisfaction from providing tax-informed advice and guidance on our clients’ most complex financial problems. It’s gratifying to give clients peace of mind knowing that we’ve set in place not only the investment, insurance, and other solutions they need themselves, but also the same level of security for their children- and even their children’s children.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org www.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.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.