Larry is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the Certified Financial Planner Board of Standards.  His area of practice focuses on strategies for investment planning, estate planning strategies and tax-efficient investing*.  Prior to joining MDT Financial Advisors, LLC, he had been with Merrill Lynch as a Financial Advisor, Assistant Vice President for over 11 years and a former partner with the firm of Head, Maxwell, McKenna & Denson, CPA's for over 13 years*.  Larry, his wife, Patricia, and two sons, John and Wesley, reside in Clear Lake City. Many evenings or weekends, you will find Larry cooking both old and new recipes for his family. If you ask him, he will gladly share his Grandma Morris’ simple cobbler recipe.

Professional Registrations, Licenses and Certifications: 

CERTIFIED FINANCIAL PLANNER™ professional certification
Series 7, General Securities Representative
Series 9, General Securities Sales Supervisor/Options 
Series 10, General Securities Sales Supervisor/General
Series 66, Uniform Combined State Law Examination
Texas Life, Accident & Health Insurance License   
 
While he is not a practicing CPA®, Larry also holds a CPA® certification.*
 
* MDT Financial Advisors, LLC and Wells Fargo Advisors Financial Network do not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

Chad E. Taylor is a Houston-based Financial Advisor specializing in retirement whose knowledge, reliability, and perceptive nature have all helped earn him a reputation as a trusted wealth creation resource. Over the course of two decades, he has garnered extensive financial advisory experience. As a Managing Partner of MDT Financial Advisors since 2009, he is committed to helping equip his valued clients with the wealth advisory solutions they need to thrive both personally and professionally.

Prior to that, Chad served as a Financial Advisor, Assistant Vice President at Merrill Lynch for six years, where he provided strategic retirement and investment planning. He also was with Salomon Smith Barney as a Financial Advisor, Second Vice President.

In addition to his experience he has a Chartered Retirement Planning Counselor (CRPC®) certification and a Degree in Finance from Texas A&M University.

Chad E. Taylor is happily married to his lovely wife Jennifer, and they are the proud parents of a beautiful daughter named Madison. When not watching Madison dance competitively, he is also an avid reader and a Texas A&M Football fan.

Professional Registrations and Licenses:

Series 7, General Securities Representative
Series 24, General Securities Principal Exam
Series 63, Uniform Securities Agent State Law
Series 65, Uniform Investment Advisor
Texas Life, Accident & Health Insurance License
CA Insurance License Number: 0I76681.  Resident State TX

Brittany joined MDT Financial Advisors in August of 2014. Prior to joining MDT, she worked in an Administrative/Clerical Position. Brittany believes that customer service is one of the main components to a successful business. Brittany focuses on client customer service and client communication. Away from the office Brittany enjoys spending time with friends and family and partaking in any outdoor activities with her dog Ben. Born and raised in the Houston area, she is a true Houstonian!

Dante has been with MDT Financial Advisors since 2018. He began his career as an intern with MDT and has worked his way up to becoming a Financial Advisor. Dante is a graduate of the University of Houston with a degree in Finance. He has completed a specialty track in Personal Financial Planning.

Dante believes each person deserves a highly customized wealth management plan focused first and foremost on their long-term goals. Using a holistic approach to capture relevant personal details, Dante develops Wealth Management strategies focused on optimizing company benefits, tactical asset allocation, trust and estate guidance, and individual cash flow due diligence, with the goal of developing financial roadmaps that enable clients to attain their desired retirement lifestyles. He focuses on working with corporate professionals and retirees.

Outside of work Dante enjoys spending time with family and friends. Traveling, working out, and sports are all meaningful parts of his life. He spends a lot of time with his dog named Gigi. Going for walks and ongoing training is part of his daily routine. Dante is always looking for new ways to become a more active member in the local community.

Professional Registrations and Licenses:

SIE Registration – Securities Industry Essentials Examination
Series 7 Registration - General Securities Representative Examination
Series 66 Registration - Uniform Combined State Law Examination

Nicholas Renfro joined MDT Financial Advisors in 2022 as a Client Associate. With a commitment to providing exceptional service, Nick brings a wealth of experience in client relations and financial management to the team. Nick is committed to supporting clients in achieving their financial goals.  

Nick received his Bachelor of Business Administration degree in Finance from the University of Houston in May 2023. He pursued the “Personal Financial Planning” track within the Bauer College of Business. He graduated with the highest distinction of Latin Honors, Summa Cum Laude. Nick was also a member of the University’s Honors College and Accounting Society.

Outside of the office, Nick spends much of his time in the kitchen. He has 5+ years of experience in the food/beverage industry & has taken classes in culinary arts. When not cooking up a new recipe, Nick helps keep the 80’s nostalgia alive by jamming to his favorite old-time tracks on the seaside of Galveston Island. Sometimes, he ventures on a summer road trip to visit his family’s cottage in northern Michigan.

Nick has a passion for travel and sightseeing. His appreciation for natural landscapes spans from the rugged desserts of New Mexico to the tropical paradises of Hawaii. Regardless of where he ends up, his boom box and camera are always there with him. Nick hopes to visit all 50 U.S. states in his lifetime.

Professional Registrations & Licenses:

SIE Registration – Securities Industry Essentials Examination
Series 7, General Securities Representative
Series 66, Uniform Combined State Law