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Welcome to Goodman Financial
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Results in Numbers
(as of 12/31/18)
Clients' best interest is our top priority
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Let Us Help
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Whether you’re interested in saving for retirement, multi-generational wealth accumulation and planning, taking tax-efficient distributions to fund retirement, or have won the lottery or come into unexpected wealth, we can meet your financial advisory and investment needs. We will develop a portfolio appropriate for your situation that positions your assets to meet your unique needs and goals.
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Serving the Nation
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Our goal is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client.
Our Expertise
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Our Team
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We maintain high ethical standards to ensure that all investment decisions are made with the client’s best interest as our top priority.
- Steven R. Goodman, CPA, CFP® President
- Charlotte M. Jungen, CPA, CFP® Director of Financial Advisory Services
- Chris A. Matlock, CPA, CFA Chief Investment Officer
- Ed Roth, CFA, CPA, CFP®, CEBS Vice President, Investment Advisory Services
- Wade D. Egmon, CPA, CFP® Client Service Manager
- Anil “Neil” Chacko, CFP® Senior Lead Advisor
- Joni Eggleston, CPA Process and Compliance Manager
- Morgann Zimmer, CFP® Associate Adviser
- Lee Taylor Analyst/Trader
- Julie Kobrin Portfolio Administrator
- Chelsea A. Bailey Junior Planner/Analyst
- Anna P. Ceker Junior Planner/Analyst
- Bonita Hardin-Lair Administrative Assistant
News & Resources
TTCl(机场)vps-雷霆加速免费永久
- Finance
- Investments
- Planning
- GFC News