DUANE HIRSCH, CFP®, CPA

LEAD ADVISOR

Duane has over 25 years of experience as a financial advisor and nearly 35 years of experience as a CPA. Certified Financial Planner (CFP). His extensive experience includes comprehensive personal, estate, and small business financial planning. Duane works with small business owners, executives, and retirees. 

Mr. Hirsch is a Certified Public Accountant (CPA), holds his Series 7, 63, & 65 Securities Licenses, and Texas Life and Health Insurance License. He is a member of The Houston Estate & Financial Forum and member of the Firm’s Investment Committee.