Meet the Team

Miles N. Goodman, CPA

Financial Analyst

Mr. Goodman is a Financial Analyst with the firm and is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, Mr. Goodman was an auditor for KPMG LLP with a concentration in the asset management industry.

Mr. Goodman graduated magna cum laude from Texas Christian University with a Bachelor of Business Administration and Master of Accountancy.

Mr. Goodman is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Careers

Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.