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Deborah Snow-Lacey joined Weaver Tidwell Wealth Management, to effectively blend a tax consulting background with financial advisory services and in so doing offers clients reliable, comprehensive, and diverse planning. Life experiences helped her discover that financial planning extends beyond mechanical calculations and sophisticated software. Her desire to inspire clients to identify visionary long-term goals along with setting realistic, measurable expectations is what motivates her fiduciary responsibility to her clients. Her professional career includes an emphasis in tax and business advice for complex individual situations, closely held companies, IRS matters, and multinational organizations.
EXPERIENCE - More than 12 years
Associate Financial Advisor, Weaver Tidwell Wealth Management.
Tax Manager, Deloitte & Touche, LLP
EDUCATION
Master of Science in Taxation, University of Texas at Arlington
Bachelor of Science in Accounting, Louisiana Tech University
CPA, Certified Public Accountant, Texas State Board of Public Accountancy
CFP ®, Certified Financial Planner, CFP Board of Standards
AFFILIATIONS
Member Financial Planning Association
Member - American Institute of Certified Public Accountants
Member Texas Society of Certified Public Accountants and its Dallas Chapter
Finance Advisory Board Hunters Glen Baptist
Former Leader BSF International, Inc.
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