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614 Texas Parkway, Suite 300, Missouri City, TX 77489

(281) 403-0730
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Our Team

Michael Rose, CPA

Michael Rose, CPA

Owner, Financial Advisor

Michael W. Rose, CPA, is dedicated to offering tax-smart investing solutions for individuals. Michael understands the frustration of being misinformed about the tax implications of financial decisions, as many of his clients have experienced in the past. His mission is to ensure that clients can grow their wealth while minimizing tax burdens.

Michael graduated in August 1987 from Texas Southern University in Houston, Texas, with a Bachelor of Business Administration in Accounting. He holds a Certified Public Accountant certificate and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He is registered with FINRA and hold the Series 6, 7, 63, and 65 qualifications and has a Group 1 license, allowing him to sell life and health insurance. Additionally, as a Certified Senior Advisor (CSA), Michael is uniquely positioned to understand and address the needs of retiring Baby Boomers, providing them with comprehensive financial and insurance services.

Karen Youngs

Financial Advisor Assistant

Karen Youngs, a Houston native, graduated from St. Edward’s University in Austin, Texas, with a B.S. in Biochemistry in 2001. After a few adventurous years in Colorado, she returned to Houston to embark on a career in medical device sales. With over 20 years of experience in sales, project management, business management, and financial planning, Karen is committed to continuous learning and personal growth. She enjoys cooking, reading mystery novels, and has a competitive spirit. In her free time, Karen likes to play sports such as softball, bowling, and pickleball, and she cherishes time spent with her husband, Martin, and their two children.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
     

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Our Three Step Process

STEP

1

Setup

The more we know about you, your finance, and your goals, the better we can stratagize.

STEP

2

Stratagize

We'll map out a financial strategy based on your goals, time horizion, and risk tolerance

STEP

3

Execute

Life Changes? Market volatility? We'll keep your financial blueprint on track every step of the way.

Let's Get Started
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation