As both a CPA and experienced financial advisor with more than 25 years experience, I work with small- and medium-sized business owners, non-profits, professionals and other individuals to assess their current financial situation and chart a course designed to achieve their financial goals.Specialties: Sophisticated tax and estate planning strategies built around wealth accumulation.Deep understanding of professional and small business tax issues.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.WeberMessick is not affiliated with LPL Financial. LPL Financial and WeberMessick Wealth Management do not offer legal or tax advice and are not Certified Public Accounting Firms. 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.