Expert Financial & Tax Solutions for Your Success
Comprehensive Financial Services
Expert guidance for your personal and business financial needs
Tax Strategy
Optimize your tax position with expert planning and compliance services
Tax Return Education
Learn how to maximize your tax benefits and understand your returns
Financial Planning
Comprehensive planning for your long-term financial success
Expert Credentials
You Can Trust
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Certified Tax Strategist
- FINRA Series 7, 63, 66 Licensed*
- CA Life Insurance License #4310701
- Investment Advisor Representative
*Advisory Services offered through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Sequent RE + WM is independent of CIS, CAM and CIA.
