8-8-2002
Local tax pro expands into financial
planning services

Port Orchard tax professional Harry J. Keppert, Jr. has become an advisory representative with H.D. Vest Advisory Services, Inc., expanding his services to include comprehensive financial planning. Keppert joins an elite group of more than 17,000 individuals who are currently listed throughout the United States as Registered Investment Advisor Agents with the firm.

Through his affiliation, Keppert may now offer specific investment advice and various money management and fee-based programs to clients, in addition to his company’s mainstay – investment services, insurance and tax preparation.

Keppert has been involved in the finance industry since 1994. He graduated from Pacific Lutheran University in 1993 with a Masters Degree in Business Administration, and from Seattle University with a Degree in Finance in 1991. He founded Advanced Financial in 1995.

Keppert has been a Registered Representative of H.D. Vest Investment Securities, Inc., one of the largest financial services firms in the nation - for the last 5 years.

He may be reached at (360) 876-7411, advancedfinancial@keppert.com, or www.keppert.com.