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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

P.J. earned a bachelor's degree in financial management from Abilene Christian University. P.J. has earned his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) and completed his...

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Lauren Richardson

Client Services Manager