Duane Hirsch, CPA, CFP®**

Lead Advisor
  • Duane has over 25 years of experience as a Financial Advisor and almost 35 years of experience as a CPA. 
  • He is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). Duane also holds Series 7, 63, & 65 Securities Licenses as well as the Texas Life and Health Insurance License.

  • Extensive experience working with small business owners, executives, and retirees. His area of expertise includes comprehensive personal, estate, and small business financial planning.

  • Duane is a member of The Houston Estate & Financial Forum and a member of the Firm’s Investment Committee.