Meet Our Owners:
RONN KUDLACEK, MS, CFP®, CMFC®, CPA
Ronn is a member of the American Institute of Certified Public Accountants. He earned his Bachelor of Science in Finance in 1986 and a Masters degree in Finance from the University of Houston- Clear Lake in 1991. He is s Certified Public Acccountant licensed to practice in the State of Texas.
Ronn has extensive experience in tax planning for individuals and small businesses. As a financial advisor, he enjoys solving tax issues and coming up with innovative solutions to tax related problems.
Ronn spends the majority of his spare time with his three grandchildren. He also enjoys golfing, running and the occasional tennis match.
BRAD WILSON, CLU®
Brad earned a Bachelor of Business Administration with a major in Finance from Texas A&M in 1990. He currently maintains his Series 7, 24, and 63 registrations. In 2014 Brad earned his CLU or Chartered Life Underwriter designation from the American College of Financial Services, the premier designation for insurance professionals.
Brad has over 18 years of experience in Comprehensive Financial Planning with a focus on developing retirement strategies. This includes investment risk & reward analysis, retirement asset management as well as Insurance & long-term care insurance needs analysis.
Meet Our Staff:
Terri Brechter, MAcc, CPA - Director
Terri is a member of the America Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. She earned her Bachelor of Science from the University of Houston in Hotel and Restaurant Management in 2004. She received her Master of Science in Accounting from Prairie View A & M University in 2018 graduating with a 4.0 GPA. Terri has over 20 years of accounting experience in varying industries and became a licensed CPA in 2020.
Terri has extensive knowledge in small business operations from experience with business ownership including accounting, organization structures, and tax benefits along with payroll and unemployment. As an accountant, she loves to help her clients by finding ways to reduce their tax liability.
Terri spends most of her spare time with her husband and children. She also volunteers in her local community. She enjoys traveling, cooking (but not the cleanup), and playing tennis.
Angie Boone, Accountant
Cinda Brown, Office Administrator
Yazmin Corondao, Admin Assistant
Laura Fossen, CPA - Financial Services Coordinator
Cheryl Foster, AFSP, Tax Preparer
Scottie Hardy, Tax Preparer
Jackie Hoyt, Bookkeeper
Somita Pant, Tax Preparer
Ashley Petalcu, Bookkeeper/Tax Preparer
Debra Petalcu, Bookkeeping Manager
Danyale Reid, Receptionist
Sharon Sanchez, Admin
Lucy Stewart, MPA, Accountant
Shannon Versnel, Tax Supervisor