Steven R. Goodman, CPA, CFP®President, Chief Investment Officer

Current Role and Professional Background:

Steve is the Founder and President of Goodman Financial Corporation which was registered in 1989. As President and Chief Investment Officer, his responsibilities include firm management, investment strategy, and maintaining client and firm relationships. Prior to Goodman Financial Corporation, Steve worked in public accounting for Ernst & Young as a tax consultant and subsequently with his own firm.

Education:

  • Master of Science in Accountancy and Taxation, University of Houston, 1985, with Honors
  • Bachelor of Science, University of Houston, 1983, with Honors
  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNERTM Professional

Affiliations, Current and Past:

  • Board Member, Texas Society of CPAs (1994-Current)
  • Past Chairman, Texas Society of CPAs (2008/2009)
  • Former Executive Board Member, Texas Society of CPAs (2001-2004 and 2006-2010)
  • Former Member, Investment Committee, Texas Society of CPAs (2004-2008)
  • Former Elected Member, Governing Council of AICPA (2008-2012)
  • Past-President, Houston CPA Society (1996/1997)
  • Eric Hilton Distinguished Alumni Club – Vice Chairman (current)
  • Member, Planned Giving Council of Houston (2002-Current)
  • Member, Houston Estate and Financial Forum (2001-Current)
  • Former Chairman, Personal Financial Planning Committee, Houston CPA Society (1992/1993)
  • Former Member, Finance Committee, University of Houston Alumni Association (1992-2006)
  • Former Director, Albert & Ethel Herzstein Charitable Foundation (2010-2014)
  • Former Member, University of Houston Personal Gift Planning Advisory Council (2003-2010)
  • Former Member, Board of Directors, University of Houston Alumni Association (1991-1993)
  • Former Member, Investment Committee, Hotel & Motel Association of Greater Houston (1998-2002)
  • Former Member, Finance Committee, Texas Hotel & Motel Association (1996-2002)
  • Instructor in educational programs provided through the Houston CPA Society, Texas Society of CPAs, University of Houston, and Goodman Financial