Estate Tax Reform Panel
PANELISTS
Wendy has been board certified in estate planning and probate law by the Texas Board of Legal Specialization for over 20 years. She has been recognized as a Texas “Super Lawyer” and in “The Best Lawyers in America.”
She has spoken on estate planning and related topics in numerous forums, including Rice University, The Women’s Institute and Advanced State Bar of Texas programs.
Deborah Stavis is Chief Executive Officer and a pioneer in the wealth management advisory business with more than 35 years of experience. In 2009, Deborah founded Stavis & Cohen Private Wealth, a Houston-based financial planning boutique with Eddie Cohen, a longstanding colleague, and the firm’s Chief Investment Officer. They currently serve over 200 families nationwide. Stavis & Cohen has been featured in the Houston Business Journal, as well as a featured business in the Growth Strategies section of the newspaper.
MODERATOR
Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW. She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.
None of the entities mentioned are affiliated with FSC Securities Corporation.