Wade D. Egmon, CPA, CFP®Client Service Manager

Current Role and Professional Background:

As Client Service Manager, Wade’s responsibilities include meeting with clients to discuss their financial plans and investment portfolio as well as providing ongoing client service to address any issues or needs. 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
  • Member, FPA of Houston
  • Former Member, Pro Bono Committee, FPA of Houston
  • Member, Houston CPA Society, Texas Society of CPAs
  • Board of Directors, Houston CPA Society (2014-present)
  • Former Co-Chair, Scholarship Extravaganza Committee, Houston CPA Society
  • Coordinating Director, Personal Financial Planning Committee, Houston CPA Society
  • Former Coordinating Director, Community Services Committee, Houston CPA Society
  • Former Member, Nominating Committee, Houston CPA Society
  • Former Vestry Member, St. Andrew’s Episcopal Church
  • Former Chair of Stewardship & Capital Campaign Committees, St. Andrew’s Episcopal Church
  • Member, Texas Exes