Broker Check

Team

 

Peter L. Herb, CPA

Registered Representative

Peter founded Peter L. Herb, CPA in 1993 and has obtained an MBA from the University of Houston in Finance in 1986 as well as obtaining his CPA license in 1987. In order to serve his clients beyond their tax and accounting needs, he...

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P.J. Herb, CFP®

Wealth Advisor

(713) 935-0829

pjherb@wealthcofinancial.com

PJ is responsible for developing and managing client portfolios as well as oversee the firm’s customized financial planning tools and strategies. PJ handles the firm’s small business clients’ 401k plans, and groups medical/ancillary plans.

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Lauren Richardson

Client Services Manager