Our Qualifications

 

    

 

 Tim Philpot, MBA, CPA, PFS

 

Education:

  • Masters in Business Administration from University of Texas at Arlington
  • BBA degree in Accounting from the University of Georgia

Credentials and Licenses:

  • CPA
  • PFS
  • NASD Securities Registration
    • General Securities (Series 6 & 62)
    • Registered Investment Advisor Representative (Series 65)
  • Insurance - General Lines Agent for Life, Accident and Health

Memberships:

  • American Institute of Certified Public Accountants
  • Texas Society of Public Accountants
  • Fort Worth Chapter of Public Accountants
  • Christian Financial Professional Networks

 

David Schoening, MBA, CPA, CFP

 

Education:

  • Masters in Business Administration from University of Texas at Arlington
  • BSBA degree in Accounting from the University of Nebraska
  • CFP Professional Education Program, College of Financial Planning, Denver

Credentials and Licenses:

  • CPA - Texas*
  • CFP
  • NASD Securities Regristration
    • General Securities (Series 7)
    • Registered Investment Advisor Representative (Series 66)
  • Insurance - General Lines Agent for Life, Accident and Health

Memberships:

  • American Institutes of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • Fort Worth Chapter of Certified Public Accountants
  • Christian Financial Professional Network

 

 

Additional Qualifications:

Tim Philpot & David Schoening both specialize in serving healthcare professionals. In addition to their Financial Advisory Practice they are Adjunct Faculty Members to the Department of Finance at theUniversity of Texas at Arlington and teach the Healthcare Finance course for the Masters of Science inHealthcare Administration program.

 

*David is also licensed to practice public accounting in Texas under the licensed first name of David Schoening, CPA, PC