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Dedicated Team
for Your Successes

Jeff Moss

Jeff Moss

PARTNER

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)

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Miles Kellum

Miles Kellum

PARTNER

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

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Michael Womble

Michael Womble

PARTNER

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

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Jason Luse

Jason Luse

PARTNER

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

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Matt Bryan

Matt Bryan

SENIOR ASSOCIATE PLANNER

Accreditations/Education:
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Abilene Christian University

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CODY CALDWELL

CODY CALDWELL

SENIOR PLANNER

Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Finance, Texas Tech University
BBA – Accounting, Dallas Baptist University
MBA – Accounting, Dallas Baptist University

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IAN EVENS

IAN EVENS

SENIOR PLANNER

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

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TRAVIS FERGUSON

TRAVIS FERGUSON

SENIOR PLANNER

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

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GRAYSON HATFIELD

GRAYSON HATFIELD

SENIOR PLANNER

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

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JASON KOBZA

JASON KOBZA

SENIOR PLANNER

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

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JACKSON MCDANIEL

JACKSON MCDANIEL

SENIOR PLANNER

Accreditations/Education:
Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Harding University

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DUSTIN NUNLEY

DUSTIN NUNLEY

SENIOR PLANNER

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

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ALEX WAGNER

ALEX WAGNER

SENIOR PLANNER

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)

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Carly-Kiassen

“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.


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Gerard-Macy

“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.


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Amy-Sawyer

“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.


Read Full Testimonial

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