STEVEN R. GOODMAN, CPA, CFP®, Registered Investment Adviser
President & Chief Investment Officer

Responsibilities include managing client portfolios and working with clients

Education:
Master of Science in Accountancy, University of Houston, 1985, Graduated with Honors
Bachelor of Science, University of Houston, 1983, Graduated with Honors
Certified Public Accountant (CPA), since 1986
Certified Financial Planner (CFP®), since 1989

Professional Background:
20 years experience in financial planning, consulting, and investment management
Founder and President, Goodman Financial Corporation, since 1988
Ernst & Young – Tax Consultant (1985 - 1986); Steven R. Goodman, CPA (1987 - 1988)

Current and Past Affiliations:
Chairman Elect, Texas Society of CPAs 2007/2008
Executive Board Member, Texas Society of CPAs (2001-2004 and 2006-current)
Member, Investment Committee, Texas Society of CPAs
Member and Past-President, Houston CPA Society
Member and Former Chairman, Personal Financial Planning Committee, Houston CPA Society
Member, Finance Committee, University of Houston Alumni Association (1992-2006)
Former Member, Board of Directors, University of Houston Alumni Association (1991-1993)
Member, Planned Giving Council of Houston
Member, Houston Estate and Financial Forum
Former Member, Investment Committee, Hotel & Motel Association of Greater Houston
Former Member, Finance Committee, Texas Hotel & Motel Association
Instructor in educational programs provided through the Houston CPA Society, Ernst & Young,
University of Houston, and Goodman Financial Corporation

This firm is not a CPA firm