John G. Roeller, CFP®, is the Founder and Principal of Latona Wealth Partners. Specializing in financial planning and investment management, John draws on his deep experience to guide clients onto a path to reach their individual goals...
The tax planning services we offer are not intended to be a substitute for specific, individualized tax advice. Latona Wealth Partners and LPL Financial do not provide tax advice or services, and we suggest that you discuss your specific tax issues with a qualified tax advisor.