Shelley has been working in the financial services industry since 2001. Prior to joining MDT Financial Advisors, LLC, Shelley worked for Smith Barney and Merrill Lynch. Shelley focuses on client communication, event organization and semi annual review processing. Shelley has a degree from The Ohio State University and lives in Galveston.

Sandra joined MDT Financial Advisors in January of 2012. Prior to joining MDT, she worked in an Administrative Support Position. Sandra adheres to the belief that customer service is an integral component to business success. She graduated with a Bachelor’s degree from Texas State University. Sandra focuses on client communication, customer service, and compliance. She has been married for 29 years to her husband Robert Brian and they live in the Houston area.

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 31, Futures Managed Funds Examination 
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.

Managing Partner

Doug has been in the financial services industry since 1993. He has a degree in Economics from The University of Texas at Austin and later studied at University of Houston’s MBA Finance program. His business focus is to provide a high level of experience and customer service for his retiree, pre-retiree and business owner clients. He is instrumental in portfolio strategies and design and is a regular speaker at practice client events. Doug is a former Chamber of Commerce President and over the years has been very involved in his church, youth sports organizations and community. He lives in Friendswood with his wife Gina and 3 children Wes, Bryce and Camryn and his hobbies include golf, tennis and anything outdoors.   

Professional Registrations and Licenses: 

Series 7, General Securities Representative
Series 31, Futures Managed Funds
Series 63, Uniform Securities Agent State Law
Series 65, Uniform Investment Advisor
Texas Life, Accident & Health Insurance License

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 7TO Registration - General Securities Representative Examination
Series 66 Registration - Uniform Combined State Law Examination

Nick joined MDT Financial Advisors in January of 2022 as a Client Associate. While new to the finance industry, Nick has gained over 4 years of professional experience in customer service as a server in the food/beverage industry. When outside of the office, Nick maintains a busy schedule. He is a full-time honors student at the University of Houston with a focus in Personal Financial Planning. After graduating from UH in the Spring of 2023 with his bachelor’s degree, Nick plans to join MDT as a full-time associate.

At the age of 18, Nick earned his Associate of Arts degree from San Jacinto College in addition to his high school diploma from Clear Horizons Early College High School as part of a selective dual credit program. At just 15 years old, Nick became immersed in the college atmosphere and proved he could handle collegiate level work and relationships. Nick was able to amass 67 college credit hours before ever stepping foot in a college university.

In his spare time, Nick enjoys watching political commentary, spending time with family, taking nature walks, and cooking. Nick has lived in the Houston area his entire life and enjoys traveling up north to visit family out of state.

Era joined MDT Financial Advisors in June of 2022 as a Client Associate. Prior to joining the firm, Era worked as a Personal and Small Business Banker for 4 years with different financial institutions. She started her banking career in 2018 after working as a Sales Associate in a retail department store for two years.            

Era is from Albania, Balkan and moved to Texas in March of 2016. Her biggest accomplishment is her ability to communicate fluently in 5 foreign languages. Era currently speaks Albanian, English, Spanish, Greek and Italian.

Era is currently enrolled at San Jacinto College in the Business Administration AA program, expected to graduate in Spring 2023. She lives in Houston with her two kids—Leo and Ayla. In her free time, Era enjoys reading, traveling, and cooking.

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 31, Futures Managed Funds
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

Beth Zehrer joined MDT Financial Advisors in March 2020.   Beth has twenty-two years of experience as a client associate in the financial industry.  She is a 1985 graduate of the University of Southwestern Louisiana with a degree in Finance. Beth, husband Peter and son Andrew reside in Friendswood.