Greg Tudor – CFP, EA
Greg Tudor, CFP®, EA
BA – Prairie Creek Bible College
Certified Financial Planner (CFP®)
Enrolled Agent (EA)
Texas State Securities Licenses:
- Series 63
- Series 65
Texas Insurance Licenses:
- Life, Accident, Health, and HMO
- Property and Casualty
2015 Texas Monthly Five Star Financial Services Professional Award
Rockwall Rotary Club:
- Service Above Self Award
- Rotarian of the Year
Rockwall County Helping Hands:
- Chairman’s Award
- Ethel Moss Award
Greg has helped clients with tax-saving strategies since 1983 and has been licensed in the financial services industry since 1986. He has been a principal in three CPA firms and worked for a private banking group providing Trust services, financial planning, and investment advisory services.
Greg has decades of personal real estate experience including houses, apartment complexes, and other commercial buildings.
Our tax advisors know from experience how much vital information can be found by examining the past.
In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation.
As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future.