Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as tax and financial professionals, we can help our clients better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/socia_policy/ for more information