About us

We would like to take this opportunity to say welcome and thank you for visiting our website.

The purpose of this site is to serve as a trusted and readily available resource for our clients and guests. We have included information about the firm and its various offerings but our main focus was not to advertise our firm but to serve as a base of knowledge and information for our clients and guests. We have included helpful tax and financial information, newly updated articles, and financial calculators to help assist you in your financial education.

In talking with one of our valued clients, she said, "Clients don't know what they don't know." That statement really struck a chord with us. We feel an overwhelming responsibility to educate our client base about business, tax, and financial matters because many times what you don't know can hurt you.

We look forward to working with you and we hope that our time and financial commitment to this website will pay off through increased client knowledge and awareness.

If we can assist you in any way, please do not hesitate to contact us, or you may fill out the consultation request located to the right.


Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.