Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Taylor is the CEO and founder of Kovar Capital Management LLC. He holds a finance degree from Stephen F Austin State University and is currently studying to sit for the Certified Financial Planner exam. After starting his career with Merrill Lynch, Taylor decided to create Kovar Capital in order to better independently serve clients. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement...
Jack Davis (CRD# 1577155) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in Lufkin, TX and has over 25 years of experience in the finance industry. Jack Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Dunn (CRD# 1984911) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lufkin, TX and has over 28 years of experience in the finance industry.