Wealth Advisors

  • Tom Carter, CPC

    Tom is a Certified Pension Consultant and a Registered Investment Advisor. He has 17 years of experience in designing retirement plans for small to mid size companies.

     

  • Fred Frey, CPA, CFP

    As a Registered Investment Advisor as well as a Certified Public Accountant and tax counselor, Fred concentrates on the Firm’s wealth management practice.

     

  • Steve Harvey, CPA, CFP

    Steve Harvey assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives.

     

  • Tom R. Locke, CPA

    Although practicing under a variety of firm names, Tom has essentially had one job since departing the University of Texas campus in 1961.

     

  • Stuart Vick Smith, CPA

    Stuart assists clients with their financial planning and investment management needs, building investment strategies to meet her client's long-term financial goals.

     

 

Wealth Management