Current Role and Professional Background:
As Senior Financial Advisor, Wade’s responsibilities include working with clients directly, addressing their financial planning needs. He also oversees client relationships and assists other team members with the more complex financial advisory issues. Prior to joining Goodman Financial, Wade served as a financial planner and income tax resource for a family office in Houston offering clients comprehensive financial planning services and targeted analysis. Additionally, Wade has six years of Big Four and small-firm tax experience, specializing in tax compliance and planning for high net worth individuals.
Education:
- Masters in Professional Accounting, University of Texas at Austin, 2002
- Bachelor of Arts in Accounting, Texas Lutheran University, 2001
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNERTM Professional
Affiliations, Current and Past:
- Member, Financial Planning Association (2008 – Present)
- Member, FPA of Houston (2008 – Present)
- Former Member, Pro Bono Committee, FPA of Houston (2008 – 2013)
- Member, Houston CPA Society, Texas Society of CPAs (2009 – Present)
- Board of Directors, Houston CPA Society (2014 – Present)
- Former Co-Chair, Scholarship Extravaganza Committee, Houston CPA Society (2014)
- Coordinating Director, Accelerate Committee, Houston CPA Society (2020 – Present)
- Coordinating Director, Personal Financial Planning Committee, Houston CPA Society (2017 – 2020)
- Coordinating Director, Community Services Committee, Houston CPA Society (2014 – 2015)
- Former Member, Nominating Committee, Houston CPA Society (2016-2017)
- Former Vestry Member, St. Andrew’s Episcopal Church (2013)
- Former Chair of Stewardship & Capital Campaign Committees, St. Andrew’s Episcopal Church (2012 – 2013)
- Member, Texas Exes (2003 – Present)
