Zachary Threadgill JD, CFP®

Financial Advisor
713-893-5635

Zac is a Certified Financial Planner™ and a former tax attorney. He studied accounting and finance prior to law school. He spent several years helping high net worth clients with estate tax needs before finding his true passion, financial planning. Zac enjoys helping clients think through retirement decisions logically and helping them frame the decisions they face in a manner that focuses on the important factors.

Check Advisor’s Background at IAPD

Adam Threadgill JD, CFP®

Financial Advisor
713-893-5635

Adam joined the United States Marine Corps out of high school and was deployed twice to Fallujah, Iraq as an infantryman. Adam achieved the rank of Sergeant and proudly led Marines during combat operations. Upon being honorably discharged from the Marine Corps, Adam attended the University of Texas at Austin for his Bachelor of Arts. He went on to earn his Doctorate of Jurisprudence from the University of Texas School of Law. Adam has been married to his wife Sydney for five years. They enjoy being outside, brewing, and spending time with friends and family.

Check Advisor’s Background at IAPD