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Goodman Financial Promotes New Chief Operating Officer and New Director

  • Published on Mar 19, 2020
  • by Michelle Carr

Charlotte Jungen, CPA, CFP HeadshotCharlotte M. Jungen, CPA, CFP®
Chief Operating Officer
Goodman Financial Corporation

Goodman Financial is pleased to announce the promotion of Charlotte Jungen to Chief Operating Officer. In this position, Charlotte will take on many of the responsibilities previously held by the firm’s President, including overseeing the firm’s day-to-day operations. Charlotte joined GFC in 2013 as a Client Service Manager and has over 20 years of experience in investment management, financial planning and consulting, estate planning, tax planning and preparation, and insurance analysis and consulting.

Charlotte is a proud graduate of Lamar University and is involved with Lamar in various capacities, including serving on their College of Business Advisory Board. She is also an active participant in the TXCPA Houston and the Texas Society of CPAs.

 

 

 

Wade Egmon, CPA, CFP Headshot

Wade D. Egmon, CPA, CFP®
Director of Financial Advisory Services
Goodman Financial Corporation 

Goodman Financial is pleased to announce the promotion of Wade Egmon to Director of Financial Advisory Services. In this position, Wade is responsible for leading the Financial Advisory activities at the firm while also continuing to meet with clients to discuss their financial plans and investment portfolios. Wade joined GFC in 2009 as a Client Service Manager and has over 12 years of experience in investment management, financial planning and consulting, estate planning, tax planning, and insurance analysis and consulting. Additionally, Wade has six years of Big Four and small-firm tax experience, specializing in tax compliance and planning for high net worth individuals.

Wade is a proud graduate of Texas Lutheran University and UT Austin. He is very active in the Houston CPA Society and also enjoys camping and backpacking with his kids and playing in his church band at St. Andrews Episcopal in Pearland.

 

 

Please help us congratulate Charlotte Jungen, CPA, CFP® and Wade Egmon, CPA, CFP® for their promotions!

If you would like to highlight a TXCPA member for outstanding achievement, please email members@houstoncpa.org.