Whiskers & Wine – DogsLife Fundraiser

By: Mashal Lakhani, MBA, Marketing & Communications Manager “Doing good things for good people” has been our client service and philanthropic motto for many years. We are committed to philanthropy and giving back to our community. This past month Goodman Financial hosted Whiskers and Wine, a fundraising event benefitting DogsLife, a nonprofit organization whose mission […]

New Team Member Additions

By: Mashal Lakhani, MBA, Marketing & Communications Manager Goodman Financial is continuing to add a growing group of credentialed and diverse professionals to our team. We are proud to announce the newest additions: Jonathan Coronado and Austin Buchala! As Financial Planning Analyst, Jonathan works with our Senior Financial Advisors to service client accounts, prepare presentations […]

Training Room Launch – Complimentary CPE Courses

We are excited to announce our first-ever CPE course schedule in our newly built training room! Our recently completed office renovation has increased the Goodman Financial office space by over 50% with a focus on collaborative workplaces, such as a training room to be used for team member training, client events as well as CPA […]

New Team Member Additions

Goodman Financial is continuing to add a growing group of credentialed professionals to the team. We are proud to announce the newest additions to our team: Steve VanNostrand, CFP and Linda McCoy, CFP , CMT. Steve and Linda are the seventh and eighth CERTIFIED FINANCIAL PLANNERTM professionals to join our team!  As a Senior Financial […]

Charlotte Jungen Advances from TXCPA Houston Board of Directors to President-elect

Ramsey Womack, TXCPA Houston Nominations Committee Chair and Immediate Past President, announced at the Annual Business Meeting on January 20 the approved slate of candidates for 2021-2022 Executive Committee, Board of Directors, and Nominations Committee members. New Executive Committee members are: Kelly Hunter, President; Charlotte Jungen, President-elect; Adam Dimmick, Vice President; Tim Adler, Treasurer; Katherine Rodriguez, Treasurer-elect; and Brad Elgin, Secretary. […]

Cougar 100 Awards 2021

This week we celebrated the 7th Annual Cougar 100 Awards. We are proud to be a seven-time Cougar 100 award winner specializing in high net worth money management, financial advisory and retirement planning services. Congratulations to our fellow alumni recipients on this achievement. Go Coogs!   The Cougar 100 list is derived of Cougar-owned businesses […]

Philanthropy Spotlight: Azalea Edition

Philanthropy is one of Goodman Financial’s core tenets. Many of our employees are involved in different charitable organizations and donate both monetarily and with their time. Our Director of Portfolio Management, Chris Matlock, has been involved with a non-profit called  Christian Community Service Center (CCSC) since 2009 when he first started serving on the Endowment […]

Charlotte is Honored by the HCPAS

Goodman Financial is pleased to announce Charlotte Jungen was honored at the Houston CPA Society Awards Dinner with the True Grit award. The event was held at the Whitehall Hotel in downtown on May 31, 2018. Several CPAs gathered to support their peers as they were recognized by the society for their involvement and hard […]

Goodman Financial Joins the March for Babies

Goodman Financial was proud to join the fight for healthy moms and babies and the annual March for Babies walk hosted by the March of Dimes on Sunday, May 6 at the University of Houston. GFC joined 30,000 other Houstonians in the nation’s largest March for Babies. “Waking up early on a Sunday was definitely […]

We All Scream for Ice Cream!

While there was no screaming, there was indeed ice cream. Goodman Financial ended another busy quarter on a sweet note. The team sat down together and enjoyed an ice cream social to celebrate the efforts of everyone on the team in the past quarter. Cookies and ice cream were brought in and the group reflected […]