Presented Exclusively To: Kean Miller Attorneys


The New Playbook: Discovering & Defending

Your Financial Future

October 14th, 2020  I  12:00 PM - 1:00 PM CST

Do you have a game plan for retirement? How do you replace earned income in retirement?

Can you avoid unnecessary estate taxes? 

 

 

 

  

 

Deborah Stavis, CFP®
Co-Founder and CEO
 

Deborah a pioneer in the wealth management advisory business with more than 25 years of experience.  Stavis & Cohen Financial is a privately held, Houston-based wealth planning firm with the experience and culture to deliver powerful high touch planning to help multi-generational families manage the complexities of their wealth. 

Allison Lyons, CFP®
Lead Advisor
 

Allison has more than eighteen years of experience in the financial sector, including work in private wealth management and at large accounting firms. She is responsible for maintaining high quality client service and helping families make sound financial choices. 

 

Shala Walker, CFP®
Advisor

Shala brings nearly ten years experience to her role in financial planning, investment management, and estate planning. She is responsible for financial planning, investment advisory, and leveraging her trust experience in the estate planning realm

 

Jun Gu, CFA
Portfolio Manager
 

With more than ten years of investment experience, Jun conducts manager due diligence and leads research initiatives and portfolio construction and is a key member of the investment committee. Mrs. Gu is President of CFA Houston Society.

Stavis & Cohen Financial is a privately held, Houston-based wealth planning firm with the experience and culture to deliver powerful high touch planning to help multi-generational families manage the complexities of their wealth.