Meet the Team
With over 150 years of combined experience, you can rely on sound financial advice from professionals who are ready to tackle your complex tax and accounting issues. Our team is dedicated to helping you succeed.
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Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Werner O’Meara. Please visit www.avantax.com/social_policy for more information.