When you think Houston you think NASA, Tex-Mex, rodeo and of course sound tax, financial and retirement planning. The latter is at least in part thanks to our newest Farpointe affiliates at WealthCo Financial Group run by father-and-son team Peter and P.J. Herb.
The WealthCo team values stability and was looking for a true partner who has their best interests at heart. They see Farpointe as an advocate who will help reduce the noise from regulatory and operational changes so they can “get back to doing what we do.” They are excited about joining Farpointe’s collaborative community for sharing best practices and are using their transition as a “fresh start” – a catalyst to refresh their approach to working with clients leveraging best-in-class practice management support and technology.
Peter started his CPA practice back in 1993 after leaving a position as a Senior Vice President at a large financial institution. Being on his own as a solo practitioner was a big change as is frequently the case for entrepreneurs, but Peter is passionate about developing deep client relationships and began working with small businesses to solve their tax and accounting problems. With his MBA and background in finance it was a natural evolution for him add wealth management to his practice in 1997.
P.J. joined the practice in July 2013 after a stint working with our own Scott Rawlins at what was then HD Vest. P.J. also has a background in finance and is a CFP® who wanted to work directly with clients to solve real-world problems. He compares his work to that of a doctor diagnosing an issue and using all of the knowledge and tools at his disposal to come up with a solution. The real satisfaction, according to Peter and P.J., comes when a client takes their dream vacation, pays for their child’s education or retires – knowing you made a difference and seeing the impact you have on a client’s life in real terms.
Away from the office, Peter and P.J. both enjoy fishing, golf, travel and spending time with their family. Peter lives in Houston with Melody, his wife of 38 years. P.J. and his wife Lauren have a daughter who is just about to enter the Terrible Twos, and P.J. also mentors children in the youth ministry at his local Church.
We are excited and honored to welcome the WealthCo team to the Farpointe Family and look forward to sharing great times and many successes in the years to come.