Reese founded Acumen Wealth Advisors when he realized the continuing need for innovative and transparent client-centric asset management integrated with financial planning. Reese provides strategic leadership, planning, and broad executive management to the firm’s strategic objectives and is a member of the Portfolio Management Committee. As a Certified Financial Planner (CFP®) and with a background in accounting, Reese assembles financial plans and monitors changes as clients’ lives progress. He helps clients reach their long- and short-term financial goals by discussing investment strategies, estate planning considerations, risk management protection through insurance, tax efficiency st