Current Role and Professional Background:

As Senior Houston 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 PLANNER^® Professional

Affiliations, Current and Past:

• Member, TXCPA Houston, TXCPA (2009 – Present)
• Board of Directors, TXCPA Houston (2014 – Present)
• Leadership Council, TXCPA (Texas Society of CPAs) (2021 – Present)
• Former Co-Chair, Scholarship Extravaganza Committee, TXCPA Houston (2014)
• Coordinating Director, Accelerate Committee, TXCPA Houston (2020 – Present)
• Coordinating Director, Personal Financial Planning Committee, TXCPA Houston (2017 – 2020)
• Coordinating Director, Community Services Committee, TXCPA Houston (2014 – 2015)
• Former Member, Nominating Committee, TXCPA Houston (2016-2017)
• Member, Houston Estate and Financial Forum (2012 – Present)
• Former Member, Financial Planning Association (2008 – 2021)
• Former Member, FPA of Houston (2008 – 2021)
• Former Member, Pro Bono Committee, FPA of Houston (2008 – 2013)
• 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)