I joined Wagener-Lee in January 2006 as Director of Financial and Tax Planning. In addition to providing personalized financial advice and comprehensive wealth management services, my clients rely on me as their primary resource for all aspects of their financial lives. Our firm specializes on creating individualized financial and investment solutions designed to match each client's unique situation, attitudes and preferences, experience and financial goals. I have more than 20 years' experience in tax planning and preparation, financial and estate planning for individuals and small businesses. Wagener-Lee, LLC is an independent registered investment advisor. Securities offered through Ra