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 Avantax
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Advisor
- Amanda Barrow
- Amy Villerreal
- Anita Jackson
- Annie McClellan
- Ashleigh Cook
- Audrea Ramos
- BRIAN STEPHENS CPA, PFS, CFP®
- Buffy Cline
- Cheryl Wright
- CINDY HARRIS
- Diane Halloway CPA/PFS, CFP®
- Donna Vosefski, EA
- Kathleen McMillen
- Kyle Pledger
- LUPE ONTIVEROS
- MATTHEW P. MURCH, CFP®
- MICKEY CLINE
- Patricia Davis
- PHYLLIS DAVIS, CPA
- RHONDA BREWER
- SABRINA PLEDGER
- SHARA L BECK




Clear Lake Office


Donna Vosefski, EA
Tax Advisor and Administrative Consultant
(281) 486-8730
donna.vosefski@daviscpafirm.com