Our Team – Goodman Financial

Meet Our Professionals

Form ADV Part 2B

Steven R. Goodman, CPA, CFP^® President
Charlotte M. Jungen, CPA, CFP^® Chief Operating Officer
Chief Compliance Officer
Chris A. Matlock, CPA, CFA Chief Investment Officer
Linda McCoy, CFP^®, CMT Chief Client Officer

Lisa A. Francia, CPA Chief Financial Officer
Wade D. Egmon, CPA, CFP^® Senior Financial Advisor
Paul E. Palmer, Jr., CFP^® Senior Financial Advisor
Morgann Zimmer, CFP^® Senior Financial Advisor

Diana Castro, CPA, CFP^® Senior Financial Advisor
Abrin Berkemeyer, CFP^®, AIF^®, CLTC^® Senior Financial Advisor
Hunter Coday, CFP^® Senior Associate Advisor 
Antonio Castillo, CFP^® Associate Advisor

Albert P. Wagner V, CPA Associate Advisor
Anna P. Ceker Financial Planner
Jake Haverly Financial Planner
Isabella Gomez Financial Planning Analyst

Joni Eggleston, CPA Operations and Compliance Manager
Lee Taylor Quantitative Portfolio Manager
Ben McCue, CFA Associate Portfolio Manager
Julie Kobrin Portfolio Administrator

Austin Buchala Operations Specialist
Cameron Malott Client Service Specialist
Sari Altman Executive Assistant
Bonita Harden-Lair, SHRM-CP Employee Engagement & Administrative Coordinator

Mashal Lakhani, MBA Director of Marketing & Communications

Clients' best interest is our top priority

Contact Us Today

Our goal is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client.

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Goodman Financial Culture