Our Team

Integrated doesn't have to be complicated.
From client finances to how we structured our team, we believe in simplifying the financial process into a seamless custom strategy. Our approach is to create an integrated system that includes tax planning, wealth management, and financial advice tailored to each individual client. Our team takes a holistic view of your finances, ensuring all aspects are considered so that you can have peace of mind knowing that everything is taken care of.
Whether you’re looking for tax planning advice or help with creating a customized wealth management plan, our team of financial professionals can provide you with personalized strategies that can help you achieve your goals.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Find a Financial Advisor
- Amanda Barrow
- Amy Villarreal
- Anita Jackson
- Annie McClellan
- Audrea Ramos
- Brian Stephens CPA | PFS, CFP®
- Cheryl Wright
- Cindy Harris
- Diane Halloway CPA | PFS, CFP®
- Donna Vosefski, EA
- Emily Barrow
- Javier Medina
- Joseph Webster, CFP®
- Kathleen McMillen
- Katlyn Heffernan
- Kyle Pledger
- Lupe Ontiveros
- Matthew Murch, CFP®
- Mickey Cline
- Patricia Davis
- Phyllis Davis, CPA
- Raya Wright
- Rhonda Brewer
- Sabrina Pledger
- Shara Beck
Meet Our Team
Owners

Brian Stephens CPA | PFS, CFP®
Director of Wealth Management and Planning
(281) 837-9868
brian.stephens@daviscpafirm.com

Diane Halloway CPA | PFS, CFP®
Wealth Management Advisor
(281) 486-8037
diane.halloway@daviscpafirm.com
Wealth Management Team




Administration Team
Clear Lake - Wealth and Tax Team

Donna Vosefski, EA
Tax Advisor and Administrative Consultant
(281) 486-8037
donna.vosefski@daviscpafirm.com
