Starting to meet/interview(?) FA's and looking for someone local. Mid 30s, moderate assets, new to investing.
Be advised Brehm Havel is an accounting firm...they don't do wealth management. I've worked with them a fair amount with mutual clients and mostly good though I will say there are changes coming at that firm.Brush Country Ag said:
Craig Neischweitz ..CPA with Brehm,Havel has an office in Kenedy. Great guy. Wife is an Ag.
george1992 said:
Stephen Dziuk is a good guy from FC. He has an office down there and SA. Lives in FC. Mesquite Wealth Mgmt. Ask him how his #2 state ranked Beavers did against my Pirates last Friday night. Boom!!!!!