NMS Wealth Management was founded to provide comprehensive, tax-minded wealth management to our clients. Too often we found many financial advisors did not consider tax ramifications when making recommendations. On the other hand, many tax professionals did not consider factors beyond the immediate tax impact.
By partnering with NMS CPAs, a full-service tax and accounting practice, we are able to provide comprehensive advice that takes into consideration both tax and financial planning factors. We believe this leads to better outcomes and happier clients. Our approach is based around the financial planning process, as prescribed by the Certified Financial Planner Board of Standards.
By partnering with NMS CPAs, a full-service tax and accounting practice, we are able to provide comprehensive advice that takes into consideration both tax and financial planning factors. We believe this leads to better outcomes and happier clients. Our approach is based around the financial planning process, as prescribed by the Certified Financial Planner Board of Standards.
Services
Brian began his career as a financial advisor and district manager with one of the largest financial planning firms in the country. As a district manager, Brian worked with his own clients and was also responsible for leading and supervising a group of other financial advisors. From there, Brian became Vice President of Investments for a large banking and investment firm.
Kayla has been a part of the NMS family since graduating from Miami University with a degree in finance. Upon the founding of NMS Wealth Management she quickly transitioned over from the accounting practice to begin her career in financial planning and has been working with clients to define and pursue their financial goals.
Before joining NMS Wealth Management, Julie began her career as an accountant with a big four accounting firm. While there, she specialized in auditing real estate investment companies. She then moved on to become the Senior Manager of Internal Audit for a large multinational insurance and financial services company.
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