AWARDS & MEMBERSHIPS
- Five Star Wealth Manager award winner 2019-2021
- An active member of many professional organizations, including the American Institute of Certified Public Accountants Personal Financial Planning Division and the Financial Planning Association of Houston. Mr. Stegent has served as a member of the board of directors of the Texas Society of CPAs and the Houston Chapter of CPAs, as well as the Ethics Committee.
Confucius said, “The superior man understands what is right; the inferior man understands what will sell.” I feel very fortunate to make my living helping others see their choices clearly enough to understand what is right. Such understanding empowers them to create a relationship with me built on trust. With trust, there is belief in the advice given.
My belief is that the financial advice-giving industry should be about two things: people and their futures. My business objective is to create lifelong client relationships with people who are willing to trust me with their future peace of mind because I know that my financial success is directly related to my clients’ financial peace of mind.