Broker Check

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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues 
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


*These services are offered by Brian Stephens through his affiliation with HD Vest

 

PHYLLIS DAVIS, CPA

(281) 422-3087

(281) 837-9868

davisp1@hdvest.net

Phyllis founded Davis & Associates CPA Firm over 40 years ago. For the last two decades, Phyllis has helped individuals as well as small to medium-sized business owners address many business and financial issues. A small business owner...
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BRIAN STEPHENS CPA, PFS, CFP®

(281) 837-8585

(281) 837-9868

stephensb@hdvest.net

Brian began working with Davis & Associates CPA Firm in 1984 and graduated from the University of St. Thomas with a Master of Business Administration. He received his Bachelor of Science in Accounting from the University of Houston and...
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Diane Halloway CPA/PFS, CFP®

281-486-7358

281-486-8037

hallowayd@hdvest.net

With over twenty five years of experience in tax, investing and financial planning, Diane Halloway has earned the credentials so important in providing individuals and business with sound, financial advice. Diane graduated from Troy...
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MATTHEW P. MURCH

PARA PLANNER

(281) 837-0327

(281) 837-9868

matthew.murch@hdvest.net

Matt Murch started at Davis & Associates in August of 2012 after completion of his M.S. and B.S. from Texas A&M University. Matt works in the financial department at the firm, holds his Series, 63, 65, and 7 licenses. He is a current...
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ANITA JACKSON

BUSINESS MANAGER

(281) 837-8264

(281) 837-9868

anita.jackson@daviscpafirm.com

Anita Jackson has been with Davis & Associates for 20 plus years. Anita currently serves our clients in the capacity of bookkeeping, tax, payroll, and accounts payable and receivables, as well various other aspects of the firm. She...
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SABRINA PLEDGER

CLIENT SERVICE MANAGER

(281) 837-8699

(281) 837-9868

sabrina.pledger@daviscpafirm.com

Sabrina joined Davis & Associates CPA Firm in 1996 and is our Client Service Manager. Sabrina works closely with Brian Stephens and our financial service team. She also is instrumental in working with our tax team throughout the year....
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MICKEY CLINE

TAX MANAGER

(281) 837-8392

(281) 837-9868

mickey.cline@daviscpafirm.com

Mickey Cline started working at Davis & Associates in January of 2003, and has been a Tax Manager since 2008. Mickey is a registered tax preparer, and has over 20 years of experience in tax and bookkeeping. She enjoys spending her free...
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AMY MOSS

CLIENT SERVICE CONSULTANT

(281) 837-1396

(281) 837-9868

amy.moss@daviscpafirm.com

Amy joined Davis & Associates CPA Firm in January of 2012. Amy works closely with our Financial Advisor, Brian Stephens. She is instrumental with building client relationships and working with the financial side of our practice. She is...
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CINDY HARRIS

TAX CONSULTANT

(281) 8371003

(281) 837-9868

cindy.harris@daviscpafirm.com

Cindy Harris joined Davis & Associates in 2000. Cindy works as a tax consultant at our firm. She has lived in the Baytown area for over 20 years, and enjoys spending her time with her family and three dogs.
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LUPE ONTIVEROS

TAX CONSULTANT

(281) 837-1016

(281) 837-9868

lupe.ontiveros@daviscpafirm.com

Lupe Ontiveros began working for Davis and Associates in 2009. She is involved in tax return processing and preparation specializing in small business and farms/ranches. Lupe is bilingual, and works with many of our Spanish-speaking...
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CYNTHIA WOOD

CLIENT SERVICE CONSULTANT

281-839-2993

cynthia.wood@daviscpafirm.com

Cynthia Wood works with the bookkeeping department at Davis & Associates. Cynthia recieved her BBA in Account in 2010 and has more than 10 years experience in tax and bookkeeping. Cynthia has lived in the Highlands area and enjoys...
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ASHLEIGH COOK

FINANCIAL ASSISTANT

(281) 374-4662

ashleigh.cook@daviscpafirm.com

Ashleigh was born in Zimbabwe and raised in Cape Town, South Africa. After working on cruise ships for 5 years, she moved to the United States in 2003. She joined Davis and Associates in November 2014 and is extremely happy to be part...
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AUDREA RAMOS

FINANCIAL ASSISTANT

281-206-4834

281-837-9868

audrea.ramos@daviscpafirm.com

Audrea joined Davis & Associates in 2014. She is part of the financial team and enjoys assisting in other departments when needed. She is a proud veteran of the United States Army and instills those values not only in work, but in life...
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Donna Vosefski, EA

Administrative Assistant

(281) 486-7358

Donna has earned the EA credentials allowing her to represent taxpayers before the IRS. With over 15 years of experience in tax she is a valuable asset to our firm. She is also a Notary Public licensed in Texas. Donna assists in tax...
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Kathleen McMillen

Kathleen has worked in the Clear Lake office since 2002 assisting Diane and Donna with the tax and financial needs of our clients. Since 2008, Kathleen has chaired the communications committee for MD Anderson's annual Sprint for Life...
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Frankie Wilson

Client Consultant

281-422-3087

frankie.wilson@daviscpafirm.com

Frankie has been working with Davis & Associates since 2015 and brings 20 plus years' experience in the client service industry. She is active with both our tax and financial teams. Frankie is committed to serving and enjoys her...
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Shannon N. Sommer, EA

Tax Consultant

(281) 719-9385

shannon.sommer@daviscpafirm.com

Shannon recently joined the team at Davis & Associates in 2016 as a Tax Consultant and assists in both the Tax and Financial departments. She holds a B.A. from Northern Arizona University, is enrolled to Practice before the IRS as an...
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