As an Investment Adviser Representative of Avantax Investment Services℠, I work to integrate clients’ investment objectives with their personal concerns and aspirations. No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.We also provide the following tax services to individuals and businesses: tax planning, federal and state tax return preparation, and standard and electronic tax return filing.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA insurance license #0G48566.Please visit www.avantaxwealthmanagement.com/social_policy for more information.