As a trusted CPA and CFP™, I advise individuals, families, and business owners in personal and business tax planning and preparation and wealth management. I'm a partner of the firm Goode + Weyser, CPA, LLC and a Registered Representative of Avantax Investment Services℠. Helping you identify your financial objectives is my priority. My approach is based on my belief that all successful investing involves constantly acting toward the realization of your goals. I believe that every individual, family or business will face 8 critical Wealth Management Issues at some point. We will create a financial plan that focuses on the planning and review of these 8 issues which are investment management, cash flow and debt management, family risk management, retirement planning, educational planning, legacy planning, business planning and special situations. With over 22 years of experience in the financial services industry, I believe I am only as strong as my team. I have identified a support team who is focused on exceeding your service expectations at every interaction. I apologize that I am unable to receive or provide recommendations and endorsements on LinkedIn as an investment representative. If you would like to review my securities industry background and history, please visit my profile on www.finra.org/Investors/ToolsCalculators/BrokerCheck/. Securities offered through Avantax Investment Services℠ Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.