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 in the area of compliance. She has been married for 18 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 an 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.  

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.

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 company 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 any outdoor activities. Brittany resides in the Webster area with her husband Brad and two dogs Bailey and Boston. Born and raised in the Houston area, she is a true Houstonian!

Candace McCormack, Financial Advisor at MDT Financial Advisors, is a Certified Divorce Financial Analyst™*, Registered Representative and Investment Advisor Representative (Series 7, 66). She is a graduate of the University of Houston-Clear Lake and holds a Bachelor’s of Science in Marketing as well as the following State of Texas Licenses: General Lines-Life and Health Insurance.

Candace is dedicated to helping families, individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. Her passion is putting clients first, by providing every client with first class personal service delivered with the highest level of professional integrity. Candace works with clients to develop targeted, comprehensive financial advice and portfolio strategies to help clients live the life of their dreams.

Candace lives in Friendswood and has two children, Jana and Nolan. Away from the office, Candace enjoys attending Nolan’s sporting events and Jana’s Barrel Races as well as volunteering in her community.

Professional Registrations and Licenses:

Series 7, General Securities Representative
Series 66, Uniform Combined State Law Examination
Texas Life, Accident and Health Insurance License
Certified Divorce Financial Analyst, CDFA™

*The use of the CDFA™ designation does not permit Wells Fargo Advisors Financial Network, MDT Financial Advisors, LLC, or its Financial Advisors to provide legal advise, nor is it meant to imply that the firm or its assoicates are acting as experts in this field.

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.

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 advising experience. As a Managing Partner of MDT Financial Advisors since 2009, he is committed to arming his valued clients with the wealth advisory solutions they need to thrive both personally and professionally.

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

In addition to his proven experience and Chartered Retirement Planning Counselor (CRPC®) designation, Chad obtained 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 eighteen 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.