As your Avantax financial advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 20 years of of financial services experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:Financial Planning; Investment Management; Risk Management; Retirement Planning; Legacy & Estate Strategies; Planning for Major Purchases; Managing Debt; Education & College Plannin