Our Team

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 66, Uniform Combined State Law Examination

While he is not a practicing CPA®, Larry also holds a CPA® certification. 
 

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 65, Uniform Investment Advisor

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 strategies, 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:

• Series 66 Registration - Uniform Combined State Law Examination

Nick is a CERTIFIED FINANCIAL PLANNER® Professional, a certification awarded by the Certified Financial Planner Board of Standards. He is a native Texan and long-term resident of League City. Nick joined MDT Financial Advisors in the spring of 2022. In his role, he helps clients reach their financial goals through comprehensive discussion and planning. Nick believes a well-rounded investment plan includes strategies for retirement planning, investment planning, estate planning, and tax-efficient investing*.

Prior to joining MDT, Nick studied at the University of Houston’s main campus. He graduated with the highest tier of Latin honors from the Bauer College of Business. He holds a Bachelor of Business Administration in Finance. Nick was also a member of the Honors College and Accounting Society.

Outside of the office, Nick enjoys riding his bike, listening to music, traveling, and going to the beach. His favorite travel destination is a tie between the Red Rock Country and his grandmother’s summer cottage in Houghton Lake, Michigan. Nick also has a passion for cooking. Friends and family love his Cajun crawfish etouffee and ground beef enchiladas.

Professional Registrations, Licenses and Certifications:

• CERTIFIED FINANCIAL PLANNER® Professional Certification
• Series 66, Uniform Combined State Law Examination

Morgan Arriaga joined MDT Financial Advisors in April of 2025 as a Client Associate. Morgan supports both clients and advisors, focusing on service and clear communication. She received her Bachelor of Business Administration from the University of Houston Clear-Lake. Prior to joining MDT, Morgan worked in an Administrative/Clerical position. Morgan is committed to MDT’s values of putting clients first and ensuring a seamless experience. Outside of the office, she enjoys spending time with husband trying new restaurants around Houston, cooking new recipes, and exploring the outdoors.

Patricia Denson brings a rich background of 13 years of teaching experience and a Bachelor of Arts in Education from Sam Houston State University. After her teaching career, Patricia chose to stay home to raise her now-adult sons, John and Wesley, and dedicate time to volunteer work. Known for her passion for reading and service, she is deeply committed to lifelong learning and community involvement. At our firm, Patricia plays a key role in shaping a strong, customer-centered approach, helping ensure every client interaction is handled with care, attention, and excellence. We’re proud to have Patricia contributing her expertise, warmth, and dedication to our mission.

Mark Stewart joined MDT Financial Advisors in September 2025 as a Client Associate, where he provides dedicated support to clients and advisors to help ensure a smooth and positive experience. Prior to joining MDT, Mark developed strong customer service skills through his professional experience in client focused roles. He believes that clear communication and attention to detail are components of exceptional service. Outside of the office, Mark enjoys playing guitar, cooking and spending time with family and pets.