Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financials professionals can help you address:
- Investing principles and strategies
- Retirement investing and distributions strategies
- Estate Conservation Issues
- Risk Management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Amanda G. Neal, CPA, CFP® (Mandy) grew up in Laredo, TX. She graduated with a Bachelor of Science in Accounting from The University of Houston – Clear Lake in 1984, and became a CPA in 1987...
Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College. Amanda joined our team in July of 2012 bringing with her over 11 years of administrative experience. The...
Dynise was raised in Texas but was born in Arizona. She married her husband Barry at the Texas A&M Chapel on May 12, 1984. They met three years earlier at church. They have three children, Derek, Laura and Kristen and two beautiful...
Patrick attended the University of Houston where he attained three separate degrees culminating in a Master’s in Accountancy. After graduating, he worked as the Finance intern at the Houston Astros for seven months before going...