H.d Vest Investment Servicessm
Financial Advisor
Avantax Investment Services℠
Financial Advisor
Tower Wealth Management
Enrolled Agent and Principal
Skills:
Tax Accounting Business Planning Risk Management Securities Mutual Funds Retirement Small Business Tax Preparation Estate Planning Financial Advisory Budgets Investment Advisory Series 7 Strategic Planning Income Tax
Interests:
Social Services Children Economic Empowerment Civil Rights and Social Action Education Human Rights
Certifications:
Internal Revenuer Service, License 57437 Institute of Business & Finance Society of Certified Senior Advisors License 57437 Certified Fund Specialist (Cfs) Certified Senoir Advisor Enrolled Agent (Ea)