David W Hudson CPA

Wheeler Financial Services, operating under Keystone Financial Group, is committed to providing customized financial solutions tailored to meet the individual needs of clients in Lexington, Kentucky, and surrounding areas. Their approach emphasizes client experience and active management, ensuring that strategies for business ownership, investment management, tax planning, retirement, and charitable giving are built around the unique circumstances of each client. The firm is structured to foster open communication and strong client relationships, beginning with no-obligation initial meetings. With a clear focus on creating lasting foundations for financial growth, they partner with LPL Financial to manage client assets and prioritize education, technology, and personalized strategies in their investment planning processes. Generated from the website

The National Association of State Auditors, Comptrollers, and Treasurers (NASACT) is dedicated to advancing the interests and professional development of state financial management. With a focus on collaboration, advocacy, and training, NASACT serves as a vital resource for state auditors, comptrollers, and treasurers across the United States and its territories. NASACT facilitates communication among members, raises awareness about legislative changes, and offers training and professional development opportunities through a variety of events and resources. The organization champions accountability and transparency in governmental financial management while recognizing outstanding contributions within the field through awards and recognition programs. Generated from the website