Duane Hirsch, CPA, CFP®**

Lead Advisor
  • Certified Financial Planner (CFP)

  • Certified Public Accountant (CPA)

  • Series 7, 63, & 65 Securities Licenses

  • Texas Life and Health Insurance License

  • Over 25 years of experience as a financial advisor

  • Almost 35 years of experience as a CPA

  • Extensive experience working with small business owners, executives, and retirees

  • Extensive experience in comprehensive personal, estate, and small business financial planning

  • Member of The Houston Estate & Financial Forum

  • Member of the Firm’s Investment Committee