Professionals

Ed Roth, CFA, CPA, CFP^®, CEBS
Vice President, Investment Advisory Services

Education:

M.B.A., Finance, University of Houston-Clear Lake, 2010, with Honors
B.B.A., Accountancy, Western Illinois University, 1981
Chartered Financial Analyst Charterholder
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER^TM Certificant
Certified Employee Benefits Specialist

Experience and Background:

Ed has over 25 years experience in investment management, financial planning and consulting, employee benefits, tax, and accounting services. Prior to his tenure at Goodman Financial, he gained valuable experience with financial services firms, a Fortune 500 company, and in public accounting.

Affiliations, Current and Past:

Member, CFA Institute
Member, Texas Society of CPAs
Member, Houston CPA Society