How we work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their future. We are confident that with our understanding of taxes, coupled with our training as tax professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner and using those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder & CEO
Jeremy is a well-known financial educator, award winning author, speaker and wealth advisor. His experience is in helping individuals and companies develop custom money management strategies that help them preserve their wealth. Jeremy has advised current and past employees of ExxonMobil, AT&T, Southwestern Energy, Chevron, and many successful entrepreneurs.
Jeremy has spoken at Harvard Business School, NASDAQ, Coca Cola, Microsoft and several other notable organizations. He also had multiple appearances on Fox 26 News as a financial analyst. He’s been featured in Forbes, The Huffington Post, CBS News, and NBC News.
Jeremy’s unique approach to wealth management is centered around a tax-based philosophy and utilizing tax reduction strategies. By analyzing his client’s situation from a tax, investment, insurance, and estate planning perspective, he helps them minimize their taxes and maximize their future wealth.
Jeremy has lectured widely on financial topics and speaks regularly to investors. He earned his RFC from the International Association of Registered Financial Consultants (IARFC).
Jeremy’s true passion is spending time with his wife, Cindy, and their children, Lane, Katelyn, and Chase.
Favorite food:
Steak with a baked potato
Best piece of financial advice received:
You can never go broke taking a profit
Favorite quote:
An investment in knowledge always pays the best interest, Benjamin Franklin
If you could meet anyone, past or present, it would be:
Warren Buffet
Favorite book:
Good to Great by Jim Collins
Founder and COO
Cindy has a knack for identifying customized solutions and strives to make every client interaction a pleasant one. As our Founder and COO, she engages our clients in meaningful ways to ensure they not only get their needs met, but also that they feel valued and important.
No stranger to multi-tasking, Cindy earned her Business Management degree while raising two small children and running a business at the same time. Her professional experience within the financial services industry spans many years and helped lead her to her current role.
Outside of the office, Cindy enjoys spending time with her kids and watching them play sports. She also loves to spend time hunting, fishing and “glamping” with her entire family.
Favorite food:
Blackened Redfish
Best piece of financial advice received:
Never spend more than you make!
Favorite movie:
The Notebook
Favorite TV show:
Fixer Upper
What motivates you:
To be a great example to our children
Favorite holiday:
Christmas
Place you'd most like to visit:
The Skagit Valley Tulip Fields
Enrolled Agent/Senior Tax Preparer
First, I represent the client. Second, I take every legal deduction possible. My passion is spending time with my family, especially my grand babies.
Favorite food: Gumbo
Favorite Poem: Footprints in the Sand
Favorite quote: In GOD We Trust
Favorite book: Bible
Favorite movie: Sister Act
Favorite TV show: The Jeffersons
What motivates you: Money
Favorite holiday: Christmas
Place you’d most like to visit: Alabama
Biggest accomplishment: First person in both families to ever graduate from college
Marketing Coordinator
Madison tries to make every client feel valued and confident that their concerns or questions will be addressed promptly, making her an effective Marketing Coordinator and a valuable member of our team. A student of Sam Houston State University, Madison is working toward a degree in Kinesiology. She’s also a member of the National Society of Leadership and Success. Outside of work, Madison enjoys spending time with her friends and family. She also likes to traveling, cooking and watching and playing sports.
