Dedicated Team
for Your Successes
Jeff Moss
Accreditations/Education:
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Finance, Texas Tech University
MBA – Finance, Texas Tech University
MS – Financial Planning, Texas Tech University (Summa Cum Laude)
Miles Kellum
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Abilene Christian University
MS – Accounting & Information Management, the Univ of Texas at Dallas
Michael Womble
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Texas A&M University
MA – Accounting, Texas A&M University
Jason Luse
Accreditations/Education:
Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BS – Accounting, University of North Texas
BBA – Finance, University of North Texas
MS – Accounting, University of North Texas
Matt Bryan
Accreditations/Education:
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Abilene Christian University
CODY CALDWELL
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Finance, Dallas Baptist University
BBA – Accounting, Dallas Baptist University
MBA – Accounting, Dallas Baptist University
IAN EVENS
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Abilene Christian University
MS – Accounting, Abilene Christian University
TRAVIS FERGUSON
Accreditations/Education:
Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Texas A&M University (Magna Cum Laude)
MS – Finance, Texas A&M University
GRAYSON HATFIELD
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Entreprenurship, Dallas Baptist University
MBA – Accounting, Dallas Baptist University
JASON KOBZA
Accreditations/Education:
Enrolled Agent (EA)
Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BS – Electrical Engineering, Oklahoma State University
MBA – Finance, Oklahoma State University
JACKSON MCDANIEL
Accreditations/Education:
Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Harding University
DUSTIN NUNLEY
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Louisiana State University in Shreveport
BBA – Finance, Louisiana State University in Shreveport
ALEX WAGNER
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Harding University
BBA – Finance, Harding University (Summa Cum Laude)
“We started with MLW in our early thirties- I think starting so young and having a long-term plan for retirement, etc., will be invaluable.”
Carley Klassen, DDS
Willow Park, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Because in our industry, so many companies look to take advantage of our lack of business acumen … MLW looks to inform, support, and help me overcome my lack of business acumen and do it in a manner that makes me feel informed and supported. I have never left a meeting or interaction where I didn’t completely grasp what was discussed and, most importantly, with confidence that our developed plan will meet my short and long-term goals.”
Gerard Macy, DDS
Mabank, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Throughout the years, our planner has helped us work a precise plan for all aspects of our practice and personal finances and we enjoy immediate responses to our questions and needs with a level of expertise that is hard to find elsewhere. MLW is the complete planning package and I would not hesitate to recommend them for any accounting and financial planning needs.”
Amy Sawyer, DMD
Covington, LA
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
Carley Klassen, DDS
Willow Park, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
Gerard Macy, DDS
Mabank, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
Amy Sawyer, DMD
Covington, LA
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.