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Daniel C. Goodwin
Comprehensive Wealth Management
www.ProvidentWealthllc.com
281-466-4843
Daniel C. Goodwin holds a series 65 securities license along with a Texas insurance license. Provident Wealth Advisors provides comprehensive wealth management services, looking out for its client’s best interest by acting in a fiduciary capacity. Daniel is a member in good standing with the National Ethics Bureau and the Montgomery County Chamber of Commerce. Daniel Goodwin has been serving families in The Woodlands and surrounding communities
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Jay V. Knighton II
Estate Planning and Business Attorney
www.knightonstone.com
281.681.3004
Jay Knighton is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. Personal planning and business planning go hand-in-hand, therefore, Jay prepares Wills and trusts, handles the firm’s probate matters, and works closely with families to create estate plans that address their concerns and fit their needs. Furthermore, he advises clients with regard to business planning, asset transfers, acquisitions and contracts to protect assets, minimize income taxes, and efficiently and effectively transfer wealth to successive generations. Since the firm’s legal tax practice serves a substantial part of its client base, and comingles with estate and business planning, Jay also handles IRS tax matters.
He earned his Bachelor of Accountancy in 1998 from The University of Mississippi. As one of the top 24 graduating students, he was awarded a Marcus Elvis Taylor Medal. In 2001, he earned his law degree (Juris Doctorate) from Tulane University School of Law. In 2002, he earned a Masters of Laws in Taxation (LL.M. in Taxation) from The University of Florida, one of the most recognized legal tax programs in the country.
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David Collum CPA
CPA – Tax Planning and Tax Preparation
www.davidcollumcpa.com
281.367.7444
For years, David Collum, CPA has been providing quality, personalized financial guidance to local individuals and businesses. David Collum, CPA's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
David Collum, CPA is one of the leading firms in and throughout The Woodlands. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the
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