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 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 is a graduate of the University of Texas at Austin with a degree in economics and he also studied in the University of Houston’s MBA Finance program. Doug has been in the financial services industry since 1993. His business focus is to provide a high level of service for his retiree, pre-retiree and small business owner clients. Doug is a former Chamber of Commerce President and is very active in his community. He lives in Friendswood with his wife Gina and 3 children Wes, Bryce and Camryn.  

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

Chad has notable experience assisting clients with their wealth advisory needs.  Formerly, as an Assistant Vice President, US Private Client Group, Merrill Lynch, Chad catered to clients in the areas of investment planning, retirement planning, employee stock options exercise strategies and small to mid size business planning. Prior to Merrill Lynch, Chad served in a similar capacity with Salomon Smith Barney as a 2nd Vice President.  Chad graduated from Texas A&M University with a degree in finance in 1993 and has been in the financial services and wealth management industry since 1995.  Currently, Chad holds the Chartered Retirement Planning Counselor (CRPC®) designation.  Chad is married to Jennifer Taylor and has one daughter, Madison and they live in Friendswood, TX.  


Professional Registrations, Licenses and Designations: 

 
Chartered Retirement Plan Counselor Designation 
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

Candace McCormack, Financial Advisor at MDT Financial Advisors, is a Certified Divorce Financial Analyst™*, Registered Representative and Investment Advisor Representative (Series 7, 66). She holds the following State of Texas Licenses: General Lines-Life and Health Insurance.

Candace is a graduate of the University of Houston-Clear Lake and holds a Bachelor’s of Science in Marketing.

Candace is dedicated to helping individuals and businesses develop financial strategies that line up their needs, goals and risk tolerance. Candace’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. 

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.

Dante is a junior at the University of Houston, and is actively pursuing his degree in Personal Financial Planning from the C. T. Bauer College of Business. Outside of work Dante enjoys spending time with family and friends, going to the gym, and watching football. Dante lives in Houston with his family, and has one sister Sydney who attends DePaul University.

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.

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!