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Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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Where do you want to go? We'll get there, together.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

About Us

Kevin McGregor joined Avantax (formerly HD Vest) after five years as a California Registered Tax Preparer. In that time, he repeatedly offered advice in alignment with the client’s circumstances only to discover that the client’s financial advisor sold them some investment product that was contradictory to their tax situation.

Now, as an Avantax advisor, Kevin develops relationships with his clients to support them in meeting their ongoing financial goals.

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