We are so grateful for our new addition to the team, Brad Harrison! Brad has joined our team to provide income tax planning services and tax return preparation. He will also be helping with securities law compliance. Brad is a KU graduate and a CPA. Brad is a former Windward intern and we are so happy he is back as a permanent Windward employee. You can read more about Brad and the rest of our staff here. Pop in to meet him the next time you are in the office!

 

This blog is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

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