Deborah F. Snow-Lacey, CFP®, MS
Financial Advisor
"It is a trusted privilege that I am able to remind my clients of Samuel Johnson’s wisdom: “Great works are performed not by strength, but by perseverance.” I count it an honor to ensure that my clients are strategically focused on their life goals thereby helping them successfully navigate their financial journey."
Deborah Snow-Lacey joined Weaver and Tidwell Financial Advisors, Ltd., to effectively blend a tax consulting background with financial advisory services and in so doing offers clients reliable, comprehensive, and diverse planning. Life experiences helped her discover that financial planning extends beyond mechanical calculations and
sophisticated software. Her desire to inspire clients to identify visionary long-term goals along with setting realistic, measurable expectations is what motivates her fiduciary responsibility to her clients. Her professional career includes an emphasis in tax and business advice for complex individual situations, closely held companies, IRS matters, and multinational organizations.
EXPERIENCE - More than 12 years
- Associate Financial Advisor, Weaver and Tidwell Financial Advisors, Ltd.
- Tax Manager, Deloitte & Touche, LLP
EDUCATION
- Master of Science in Taxation, University of Texas at Arlington
- Bachelor of Science in Accounting, Louisiana Tech University
- CPA, Certified Public Accountant, Texas State Board of Public Accountancy
- CFP ®, Certified Financial Planner, CFP Board of Standards
AFFILIATIONS
- Member – Financial Planning Association
- Member - American Institute of Certified Public Accountants
- Member – Texas Society of Certified Public Accountants and its Dallas Chapter
- Finance Advisory Board – Hunters Glen Baptist
- Former Leader – BSF International, Inc.