The Tax Smart Coach

The Tax Smart Coach Tax Smart Financial Strategies for Seasoned Oil & Gas Professionals

Been a long nearly 3 years, but I just approved my book proof and 6 more days of waiting after submitting it, my book is...
08/23/2024

Been a long nearly 3 years, but I just approved my book proof and 6 more days of waiting after submitting it, my book is now live on Amazon. Working on my 5star reviews now. Then flushing out ideas for my next 2 books in the series. Pretty awesome - thx all!

Humbled again to have placed as a ‘Best of The Woodlands’ award recipient in two categories this year - tied for #1 in ...
02/28/2024

Humbled again to have placed as a ‘Best of The Woodlands’ award recipient in two categories this year - tied for #1 in the Best Financial Planner CFP, and third in the Best Wealth Manager & Financial Advisor categories.

Thank you to all who voted and to our clients who continue to place their trust in me and my team - much appreciated!!

So humbled to be selected as a ‘Best of The Woodlands’ award recipient in the CERTIFIED FINANCIAL PLANNER (CFP) category...
02/25/2023

So humbled to be selected as a ‘Best of The Woodlands’ award recipient in the CERTIFIED FINANCIAL PLANNER (CFP) category in 2023. Thank you to all those who voted - much appreciated!!!

Address

1780 Hughes Landing Boulevard, Suite 900
The Woodlands, TX
77380

Telephone

+12818824818

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