 |
William E. “Bill” Coffman, founder and president of Coffman Company, Inc., and principal of Coffman Wealth Management, is a Chartered Financial Consultant and a Registered Investment Advisor who has been advising individuals, families, and business owners about financial strategies since 1959. He is a member of The Society of Financial Service Professionals, The Rio Grande Valley Estate Planning Council, and the National Association of Insurance and Financial Advisors. He studied Engineering at Texas A&M, Religion at Abilene Christian College, Accounting at Pan American University, and holds a Master of Science Degree in Financial Services from The American College. He has served as President of the McAllen Rotary Club, Director of the McAllen Chamber of Commerce, and as officer of a variety of business, social, and charitable organizations. |
 |
W. David Coffman, CPA, CFP® is a Certified Public Accountant (TX), a CERTIFIED FINANCIAL PLANNER® professional, and a Registered Investment Advisor (TX) who has been advising individuals and families about financial strategies since 1983. David is president of W. David Coffman, CPA, PC, a firm that provides accounting and tax services to individuals and small businesses, and founder and owner of W. David Coffman, CPA, CFP® , a firm that serves its clients in the areas of financial planning and investment advisory services. He is a member of the American Institute of Certified Public Accountants and the Texas Society of CPA's. He has an undergraduate degree in Accounting from Texas A & M University and a masters degree in Professional Accounting (tax specialization) from the University of Texas at Austin. |
 |
Anne Coffman Howe is a Financial Advisor and Registered Investment Advisor Representative who develops and implements financial strategies for small businesses and individuals. She specializes in services to physicians and their medical practices. She works with her clients in the areas of money management, risk management, asset protection, exit planning for business owners, and retirement planning for individuals. During the first fifteen years of her career, Anne provided accounting, tax, and business management services to small businesses and individuals. She earned a Bachelor of Science Degree in Accounting from Pan American University. |
